constructionpoints quick tour (4/9)
Company report
The Company report page shows all the details about a particular company, including location, phone numbers, and contact emails. You can add the company to your personalized tracking list as a prospect, a qualified lead, or a customer.
Below the company information is a list of all the projects that the company is currently working on. From here you can add projects to your tracking lists, or filter projects based on your existing lists. You can also add new Opportunities, Notes, or Tasks, based on the company's contact information.
- See all the details about a company, including contact information
- Instantly see all the other projects the company is working on
|
|
