Click CRM>Companies in the left hand menu to access a list of Companies on your Site. From here you can create and manager Companies.

Available Fields

  • Name

  • Email Address

  • Primary Contact


Address Book

You can also add as many Addresses as you like in the Address Book tab of the Company edit view.


Users

In the 'Users' tab you will find a list of all Users in the CRM that are linked to this Company


Related Documents

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