What can you do on a company detail page?
The company detail page provides you with a full overview of deals, transactions, contacts and more related to a specific company. You can easily access a contact’s detail page by searching and clicking a company’s name on the company listing page on the CRM.
The company details page is broken down into tabs where you can view information related to a company. In the top section highlighted above, you will see tabs where you can view activities that happen within the company that have been recorded on TIEIT, contacts that are associated with the company, transactions like invoices and more.
To see details you can edit and view on a company’s detail page, read about the areas listed below.
The Timeline
When the timeline tab is selected, you can view all the activities that are related to a company on TIEIT. For example, you can view meetings, tasks and more. You can search for items using the search bar on the top or clicking on the icons below the search bar if you would like to quickly sort by activity. There is also a menu bar on the right where you can sort the activities.
Details
Details Tab
On the details tab, you can edit details of a section by clicking the edit button on the top right of a section. This appears when you hover over the section. There are also some details you can edit on the left side panel. If you hover over an area, a pencil icon will appear that will allow you to edit those details.
Labels
If you have created labels, you can associate any labels to a company by clicking the tag icon that appears on the left side panel and clicking the checkboxes of the labels you want to include. You can also create a new label by clicking the create label button.
Contacts
In the contact tab you can see all the contacts on your TIEIT account that have been associated with the company. If you need to add more contacts to the company, you can click the +Associate contact button on the top right. To learn more about associating contacts, please click below on the Knowledge Base article to learn more.
Deals
Deals is where you are able to view deals associated with the company. You can also click on the deal name to view the detail page of the deal. You can also create new deals directly on this page by clicking the +Add Deal button on the top right.
Transactions
In transactions, you will be able to:
- Edit the billing contacts
- See payments
- View subscriptions and create them directly on the page by clicking the create subscription button on the top right of the subscription section
- View invoices and create them directly on the page by clicking the create invoice button on the top right of the invoices section
- See upcoming invoices
- View estimates and create them directly on the page by clicking the create estimate button on the top right of the estimates section
- See transaction events
- View products being considered and create them directly on the page by clicking the add item button on the top right of the products being considered section
Send Emails, Create Activities, Add Collaborators and More
On a company’s detail page, you will see a bottom menu bar. Here, you can add notes, creates activities, add collaborators and more.