Companies Overview

Company records in SalesNOW store information about relationships that you have with organizations that would like to track. These Company records may include customers, business partners and even competitors.

Companies can be entered manually, as described in the next section Creating New Companies, or your SalesNOW administrator can import Companies directly into the system (see Importing Contacts/Companies).

To display a company record, tap the Companies tab in the Tab bar at the bottom of the screen. If the Companies tab is not in the Tab bar, tap the More tab, and then tap Companies. This will display the Companies list. Next, tap the record name to display a specific company record.

Company records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record's General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and tap Done and then tap Save to save your changes.

Company records also store Related Information, such as contact associations, leads, deals, cases, emails, calls, meetings, tasks and custom information. To view or edit the record's Related Information, scroll to the bottom of the page of an open company record and tap one of the related lists.

The type of information stored within the company record are:

General this is the company's basic information such as their name, industry, size, type, phone numbers, address, website and notes.
Contacts - this section stores the names of any contacts that have been associated with this company.
Leads this section stores any Leads which have been associated with this company. A Lead represents a potential business opportunity with the company. Once the lead has been qualified as an actual business opportunity, it can be converted into a Deal. There could be several leads that we are working on simultaneously with one or more contacts within the same company.
Deals this section stores any Deals which have been associated with this company. There could be several deals that we are working on simultaneously with one or more contacts within the same company.
Emails this section stores any emails that have either been sent to or received from any contact associated with this company. Note that email attachments are not stored within SalesNOW.
Calls this section stores any call records that have been associated with this company. This includes both scheduled phone calls (calls that you've planned in the future, see Scheduling Calls) as well as call logs (records of calls that have taken place, see Creating Call Logs).
Meetings this section stores any meeting records that have been associated with this company. This includes both scheduled meetings (meetings that you've planned in the future, see Scheduling Meetings) as well as call logs (records of calls that have taken place, see Creating Meeting Logs).
Tasks this section stores information about activities, such as to-do items and reminders, that have been associated with the company.
Custom this section stores information from any custom fields that may have been added to the company record by your SalesNOW Administrator. Note the custom tab will not appear if there are no custom fields that have been added on the company document.

This section describes how to work with your companies in a number of ways:

Creating New Companies create a new company record
Creating New Deals from a Company create a new deal record from a company
Get Map for a Company get a map for a company's address

Companies Overview

See Also: