Communication (CDR, Email, Webphone)
Contact Centre
Ticket System
Deal Management
Task Management

Adding a company

You can organize information about companies by saving new companies in your companies list. To create a company, please follow the steps.

  1. On the top navigation menu, go to Contacts and click Companies.
  2. Click Add company button on the right corner.
  3. Type in a name under general information section.

You can add more details as optional.

  1. You can add a phone number and email address under communications section.
  2. You can add a tag to your company and filter them later by their tags.
  3. You can add a new contact with the company.