Companies act as larger collections of data in Sales Simplify. All of the People related to a Company will be listed in its detail view in the Company module, including any Notes or Activities performed in relation to any People/Deals related to the Company.
Step 1 - To create a Company, click on create company button. This will open pop-up.
Step 2 - Provide details Company name, address & website afterwards click save
You can see all the Leads, Deals and People that are linked to the company in the popover view and the combined timeline of the linked modules.
Admin Users in the Sales Simplify company account can also import a spreadsheet of contacts, bringing your existing contact list with you into Sales Simplify. Click here to know more about Import or Export.
You can filter your People using Smart views. Click here to know more.