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 located in several locations throughout the app from clicking on a Company link. 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.