Once you have added a company to Exsalerate add further details via the details tab in the company dashboard

Search everything to find the client

Open the company dashboard, click Details on the right-hand side of your page

Here you can edit the company/opportunityname and company contact details

Customizable lists are available on this dashboard and 2 of these can be tailored to suit your business in the settings menu (admin access only)

The account and sales rep can be assigned to the company (edit these labels via organisation settings)

Edit the client address and take the time to geo-point it via Google Maps this will save you time on the road via our route optimization tool 

Merge customers by searching for the company you wish to merge into

All contacts, and activities will be merged into that company record

Record the source of the lead, the number of staff, rank and industry here- these drop down options are available within customisable lists

This information can be filtered within your account management dashboard

Exsalerate will autosave the details when you navigate away from the page