Find out how to include extra notes, comments, and assign tasks that relate to your companies.
You can quickly add any of the following for the selected company, by clicking Create at the top-right of the Company card:
You can also add comments to the Company Card and pin them, so they appear at the top of the company History:
From the same Create menu you can also:
- Merge the selected company with another company
- Create a marketing event for this company
- Assign (or unassign) the company to a user
- Upload a file