The company card
What each tab of a company's card shows, from its deals and products to billing, notes and history, and how to set a reminder on it.
Transcript
A company card holds everything about one company. Open it when you want to see where you stand with a company, or to plan what to do next. To find a company, type part of its name in the box under Company, and press Enter. Click the company's name to open its card. Here, Vale Street Logistics.
The card opens over the list. Its tabs run along the top. The first tab, CRM & Deals, shows whether the company is a prospect, a customer or inactive, and which colleague looks after it. Below that, the card lists the people who work there, with each person's deal, if they have one, and the stage it has reached. Imogen Nolan's deal shows Won. Jasmine Stone's deal is still at its first stage.
Products lists what the company has bought. When your team won Imogen's deal, the CRM added its two products here. Outreach shows what the research found about the company, and how your campaigns with its people are going. At the top, the card tells you what this business does, and why it may be a good fit for you. Further down, the card shows each person's campaign, how far it has got, and the next step.
Billing & details starts with what you need to send an invoice, such as the legal name and the VAT number. Below that, the tab shows the company's website, its LinkedIn page and where it's based. Notes keeps anything your team wants to remember about Vale Street. Everyone in your team sees these notes. The tab next to it shows the notes on each of its people.
Tasks and Reminders lists what your team needs to do for this company, and for everyone who works there. To set a reminder, press New task or reminder. Give it a name you'll understand later; in this example, Ask Vale Street how many meeting rooms they have. Under What is it, leave Reminder as it is. Pick a date if it's for a particular day; here, next week.
Assigned to starts as All, the whole team. Pick yourself, so the reminder is only for you; here, Daniel Reed. Ring the bell adds it to the number on the calendar icon at the top. Send e-mail sends a reminder on the morning it's due. Then press Save the task. History shows everything that has happened with the company, newest first.
The reminder now waits on the company's card until someone marks it as done. Close the card with the cross to go back to the list.