Company Record View

Record View allows you to see vital information of a given company in just a click. In one view, you can see a Company’s location, associations, activities, notes, and more.

Company Record view is accessible from several locations throughout the app from clicking on a Company name such as via the Search bar or selecting the pin on the Map. You can always access the Record View from Company List.

To access Record View from Company List:

1. Navigate to Company List from the main menu via Records
2. Hover over a record and select “View” from the Name column
3. The Company record will open from the right side of the screen

Record View consists of main sections:

• Details: See location and basic information about the Company
• Activities: Visualize recent activities in a scatter plot chart and add new Activities
• Relationships: View People, Deals, Routes associated with the record
• Notes: See a log of all notes associated with the record and add new Notes
• Files: See all files uploaded in the record and add new files

To add to People, Deals, or Routes from the Record View, click the “ + Add” button next to the section header.