| Summary
|
Core company details, phone and email, principal address, and contact for all companies that you've rights to view. |
| Quick Look
|
Your recent history with this company. It lists the most recent communications, sales opportunities, and cases linked to the company. |
| Dashboard
|
Can display a management overview of the status of a customer account. For example, a chart of overdue cases, a list of high priority opportunities, or a snapshot of upcoming meetings. |
| Key Attributes |
If Key Attribute Profiling has been set up for companies, you can record additional information about the company that's not captured by standard Company fields. |
| Marketing |
Can be fully customized to your needs to track information, such as detailed company segmentation information. |
| Notes |
General free text about the company . For example, a recent press release that indicates the company is due to merge with another company. |
| Communications
|
Phone calls, meetings, and day-to-day correspondence with this company. |
| Opportunities |
Your sales pipeline, past and planned, for this company. |
| Cases
|
Information about your customer support cases. |
| People
|
People who have contact with at the company. |
| Addresses
|
Company addresses |
| Phone/Email
|
Phone and email details for the company. |
| Company Team
|
People in your organization who are involved in activities with this company. |
| Documents
|
References to all documents related to this company. |
| Relationships
|
Links between the company and related companies, people, opportunities, and other information, grouped together by relationship type. For example, a list of sub-contractors working with the company. |
| ... (Ellipses)
|
Enables you to change the default tabs that are displayedin different areas of the system. For example, if you rarely work with Opportunities, you can remove this tab from your My CRM work area. However, you can easily enable it again if you change your mind. |
Sage CRM user assistance PDFs
