Company

The Company window follows the design general for the ChannelCRM system: Basic information in the upper half, folders with additional data in the lower half.

The basic information is organized in logical groups. The formats of phone and fax numbers depends on the country.

The Segmentation section is used for the primary segmentation of the companies. Relation is used to differ between prospects, customers, partners, suppliers etc. Potential is used to describe the importance of the company to your business. Some use A, B C but other descriptors are often used.The values are taken from the drop down pick list. You define the values as you find it appropriate -please refer to  the section Lookup tables under Administration.

Owner is used to show who has the primary responsibility for the customer/prospect.

Score is a simple way to register important performance indicators. See zzz

The folders Contacts, Activities, Projects, Various, Documents, Text, Info, Team, Trade, Orders, Associates are all showing relevant information for the company. These folders and their content are described in the chapter Tabbed Folders.

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