Adding Companies

Adding Companies

You can view the company data on the company tab. You can view companies in the list or grid view, you can edit and delete a company anytime.

Add company to start adding your company details manually. Enter the company details like Company Name, Website URL. You can enter the source details from the dropdown and also assign the contact to the current stage in the sales funnel.

Select the type of email address from the dropdown and enter the Email Address and add the address of the company, the street, city, State, Zip Code, and country. You can also add additional functionalities.

CRM.io provides the option to filter out companies using CRM Customizations. Filter the companies based on name, email, score, star value, owner, updated date, and created date. You can also save a filter for future purposes. Click on the column picker to view the additional field in the column.

CRM.io's next level customization that helps you to save time. Select on the custom label field Using this you can multi-select companies. Export companies to spreadsheets and also import data.

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