Navigate your Companies tab with ease by clicking on the links below to skip to the section you're interested in:
When you click into the Companies tab, you are taken straight to a clear table view of your companies. Here's a breakdown of its key features:
⭕ Pipeline
This is your Company pipeline. You can tailor what the chevron titles are to fit your business workflow, making it suit your internal processes perfectly.
The numbers clearly show how many companies you have in each stage. To learn more about customizing your pipeline, click HERE.
Here is the definition of each chevron in the Pipeline of Contact and Company
All Companies:
The big black number presents the total Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' company
🟠 The orange number presents 'pending' company
Prospect
The big black number presents the total Prospect Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' company
🟠 The orange number presents 'pending' company
Engaged
The big black number presents the total Engaged Company in the chevron/stage at any point in time.
❌ X symbol presents 'reject' company
🟠 The orange number presents 'pending' company
Terms Signed
The big black number presents the total Company that has signed the term in the chevron/stage at any point in time.
❌ X symbol presents 'reject' company
🟠 The orange number presents 'Pending' company
✅ The green tick presents 'success'
Job Leads
The big black number presents the total Job leads in the chevron/stage at any point in time.
❌ X symbol presents 'closed job leads'
🟠 The orange number presents 'Open Job Leads'
✅ The green tick presents 'converted to jobs'
⭕ Search Table
Here you can search specifically within the Company table.
💡 PRO TIP: This is a great way to quickly find a particular company.
⭕ Table Filters
Click on the strawberry button located near the Search table > Here you can apply various filters to your Company table, making it easy to find exactly what you're looking for.
⭕ Custom Columns
You can access your columns in table views and configuration here:
Each user can simply choose the columns that are important for them to see by clicking on the column configuration icon.
To know about all the columns that are in the Company Table View, check it out below:
Columns in the Company Table View
Here's a detailed list of the columns you can see in the Company Table View:
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