Get link | About Sage CRM editions
|
Field |
Description |
|---|---|
|
Company Name |
Name of the company |
|
Type |
Type of relationship to your company. For example, Prospect, Supplier, or Customer. |
|
SLA |
Service Level Agreement that the company has signed up for—please refer to Cases. The SLA selected here will be the default SLA for any cases you create relating to the company. |
|
Website |
The company URL |
|
Status |
Current status, for example, Active or Inactive. |
|
Segment |
Industry sector, for example, Retail or Financial Services. |
|
Employees |
Number of people employed by the company. |
|
Revenue |
Company revenue. The standard drop-down values for this field are in USD ($). |
|
Source |
How contact with the company was initiated. For example, Tradeshow or Customer Referral. |
|
Territory |
Security territory of the company. Please see Territory management. |
|
Account Manager |
Person from your organization responsible for the relationship with this company. |
|
Mail Restriction |
A flag to allow or prevent the company being added to mailing lists. |
|
Opt out of E-marketing Communications |
This flag is automatically set if the email address associated with the company has opted out of all E-marketing communications received via Sage CRM's integrated E-marketing (Swiftpage). The user can manually check or uncheck the option, however this has no impact on E-marketing emails sent from Swiftpage (these will always retain the opt-out flag set from the E-marketing email). |
See Also:
Sage CRM user assistance PDFs
