Skip to end of metadata
Go to start of metadata

Companies directory can be found in main menu/Teamlead CRM/Companies.

Here you can manage the companies list.

To create new record click on "Add company" in top bar. Company's card has the fields from CRM Administration. Create and edit screens look like this:

Contacts appear in company's card when the contact is linked with company (CRM Company attribute) in Contacts Directory. Please note that Contacts are not shown in the companies list of CRM Directory.

  • No labels
Write a comment…