Background/Overview 

The Companies feature allows you to view, edit, and add companies to your company's workspace. All account types can Add Companies to the workspace. Once a company is added to your company's workspace, individual people can be added to that company as  contacts.

Companies can be added in various locations within the platform, but the best method is to go through the left navigation > Contacts > Companies.

Pre-requisites

Have a list of companies or an individual company's details readily available that you wish to add to your company's workspace.

Process

Add New Account

Add an individual account/company to your company's workspace

  1. Navigate to Contacts dropdown tab on the left navigation and click Companies 

  2. Click the round plus sign on the bottom right hand side of the screen

  3. Click Add New Account to add an individual company

  4. Enter required fields shown on screen 

  5. Click Save (a notification will appear at the top of the screen to let you know that the account has been added)

Import Accounts

Import a list of companies into your company's workspace

  1. Navigate to Contacts dropdown tab on the left navigation and click Companies 

  2. Click the round plus sign on the bottom right hand side of the screen

  3. Click Import Company. You will be instructed to download a template, which you can use to fill in Company information. Once you fill this in, you can upload it in the same location.

Entering the Company Information

Most fields are self explanatory, and only fields marked with a red asterisk * are required before saving, but below are a few tips:


Name*: enter the name of the company > press Enter. If the company name already exists within your company's workspace, then it will auto-populate it here.
Account Type*: select the type of account the company is based on their provided services
Divisions: Division types are based on the account type that is selected. You can also add Custom Divisions by scrolling all the way to the bottom of this drop-down menu.

Main Office: You can add the address for the main office here, and also add other office locations as needed by clicking on Add Location

Edit Accounts/Companies

If you need to edit or add information to a company:

  1. Navigate to Contacts dropdown tab on the left navigation and click Companies 

  2. Click the company you wish to edit

  3. Click Edit Details in the upper righthand corner to edit general information and list of contacts for the account > click save at the bottom to save edits.

  4. Edit the following fields by click the round plus sign at the bottom righthand corner of the screen


Notes: you can create a general note about the company or a specific note about a contact (person) from that company. Also, a Priority can be assigned to a Note. The priority will reappear as a task.
Certificate: enter data regarding Diversity Status, Certificate Documentation and other criteria regarding that company's certificates.

Opportunities: enter potential opportunities here that your company may have with the company you are editing. This is available within the GCIO and ArchIO modules only. 

Contacts: add individual contacts to the account/company. See Add New Contact for more help.

Next Step

How to Add New Contacts


 

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