Understand the relationship between Companies & Contacts:
- Contacts and companies are linked entities inside Vincere. You can have more than one Contact linked to one company.
- To move a company down the pipeline, you move the Contact.
- Moving a Contact down the pipeline will automatically move the Company.
- If you’ve got multiple Contacts in one company, Vincere will move the Company according to the Contact in the highest stage.
- From your sidebar menu, go to Contacts:
2. Select the Contact to action. You can either click your contact name, or use Quick View.
3. Click on the stage in the chevron to the contact down the pipeline
If the company has multiple contacts. The company chevron will match the contact on the highest chevron.
Watch this video to see it in action:
You can also configure the pipeline to align with your business process. Click here to learn how.