You can create potential customer companies to connect them to the leads, opportunities, and contacts of representatives from these companies. By default, only active companies are displayed in the list interface.

Role required: crm_marketeer, crm_admin, crm_sales, crm_manager. Only crm_admin can edit existing records.

To create a customer company, complete the steps below:

  1. Navigate to CRM → Sales → Customer companies.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes. 

Customer Company form fields 

FieldMandatoryDescription
General tab
NameYAdd the title of the company.
Relationship typeY

Specify the relationship type between your company and the company you are creating. Available options:

  • Client
  • Media
  • Competitor
  • Other
ClassN

Specify the company class. Available options:

  • Internal
  • Customer
  • Manufacturer
  • Service provider
  • Service partner
  • Prospective customer
WebsiteYSpecify the URL to the website of the company.
TINYSpecify the company's TIN. The value must contain 9, 10 or 12 digits.
CategoryN

Select the company category. Available options:

  • A
  • B
  • C
  • D
CityNSpecify the company's location.
EmailNSpecify the email of the company.
PhoneNSpecify the phone number of the company.
IndustryNSpecify the company's industry.
CountryNThe country where the company is located. The field is filled automatically when you specify the City.
Location (city)NThe city where the company is located. The field is filled automatically when you specify the City.
Parent companyNSpecify a parent company of the current one.
DescriptionNAdd a description of the company.
Responsible tab
ResponsibilityNAn employee responsible for the interaction with the company. The field is filled in automatically with the employee who created the record. After saving the record, you can add more responsible employees of the same selling direction as the one of the record creator.
Documents tab
Create / OpenNCreates or opens the folder in the connected SharePoint instance.

The form contains the Activity Feed widget. Only users with the crm_marketeer, crm_admin, crm_sales, crm_manager roles can leave comments there.

The record contains the following related lists:

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