Here is where you can find an overview of all the important details of the company.

In the top left are key details, including the company name, location, company owner, forecast fees, actual fees, and last activity date. Β 

In the top right is the company brief which your consultants can edit, and the company stage - this is the CRM stage that this company is at. To move a company through the CRM, you need to do this from the contact profile. The CRM is a manual pipeline - you can configure what each stage means by following the steps HERE.

Within the details tab you can see:

Contacts: Contacts associated with that company (click to open the quick view!)

Departments:; Departments in that company (read all about these HERE)

Billing details: Finance details including business numbers, trading name, Tax number.

Company details: Important details including name, tagging, contact details.

Locations: You can add multiple office locations for each company

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