Companies are where you track all contact information, past and upcoming activities, transactions and deals. A contact is the central starting point and everything revolves around a contact, centralizes contact information, keeps track of past and upcoming activities, deals and relates to companies and deals. Contacts are where most things start. A contact can be a prospect, past / current customer. Instead of separating leads and customers and over complicating the process. Since TieiT is an all-in-one platform you can now track an on-going deal / opportunityDeals ADD CONTENT, marketing campaigns or transactions if the contact is an existing customer.
There are various ways of adding companies into TieiT. In this article, we will go over the various methods available.
Add a Company from the Top Menu
From the CRM section of TieiT, the top menu will show options related to the CRM.
1. Go into the CRM section
2. Hover over the Company top menu item
3. Click on Add a Company
Clicking on the top menu item will take you to the respective page. For example, if you click on the Companies in the top menu, it will take you to the Company listing page.
Adding a Company from the Companies Listing Page
Company Listing page
- Click on the + Company green button found on the top right of the page
Deleting a Company or Companies from the Company Listing Page
Hover over CRM and select Company or from a listing page from the top menu click on Company
Once you are in the Company listing page you can delete a single or multiple companies:
- Single Company:
To delete a single Company from the Company Listing Page, click on the 3 dots to the far right of the Company you wish to delete.
- To delete a single Company or multiple Companies:
From the Company Listing Page, hover over the colored circle of the Company or Companies you wish to delete.
- Once you have selected a minimum of one Company, you will see the trash can icon appear on the top left corner of the Company Grid.
- Click on the trash can icon and a pop-up box will appear for you to confirm your action.