Companies
Search a Company Profile (Desktop)
Path: Sales and Marketing > Company > Company Listing 1. Search by Company number or by range. 2. Search by Company category, if setup. 3. Click Refresh to see the results. Click Print to keep a copy. 4. Double Click on a Company to see details of ...
Apply a Company Category Code (Desktop)
This setup will give the possibility to sort Companies by categories in their profiles. Path: Sales and Marketing > Company 1. Open a Company profile. 2. Apply the category code. 3. Click save. Related Articles Setup Company Category Codes (Desktop)
Sales & Mktg Company Profile (Desktop) 🎥
? Watch Video This section gives access to the Sales & Marketing department to be able to set up and search for a Company profile. From this page, you can create a new Company or search for an existing one by clicking on Company Listing. Path: Sales ...