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.

Company records in SalesNOW store a variety of information. The General Information is stored within the main body of the record and can be viewed by tapping Show details. 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 Save to save your changes.

The company record stores a variety of information, each separated by a purple title bar, including:

• General Information this is the company's basic information such as their name, industry, size, type, phone numbers, website and notes.
• 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 bar will not appear if there are no custom fields that have been added on the company document.
• Address this section stores the company's address information
• Secondary Owners this section stores the names of any secondary owners of this company. A secondary owner is another SalesNOW user within your team that has also been given access to view and edit the company record.
• 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 or any contacts 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.
• Deals this section stores any Deals which have been associated with this company or any contacts associated with this company. There could be several deals that we are working on simultaneously with the company.
• Emails this section stores any emails that have either been sent to or received from any contacts associated with this company. Note that email attachments are not stored within SalesNOW.
• Calls this is a list of any calls that have been associated to this company.
• Meetings this is a list of any meetings that have been associated to this company.
• Tasks this is a list of any tasks that have been associated to this company.

Note: To display information contained below a specific purple title bar such as deals, click show at the top right of the title bar. Similarly, to hide information contained below a specific purple title bar, click hide at the top right of the bar.

See Also:

Creating New Companies

Importing Contacts/Companies

Customizing SalesNOW

Secondary Record Ownership