A company is just that, a business where somebody works. The company view contains all contacts, sales projects, and prospects related to that company, as well as that company's specific information.
Mandatory Fields on Company Creation
You have flexibility and control to determine what information you want to be mandatory when your salespeople create a new company. Click here for or importing companies in bulk.
To set up your requirements, go to:
- System Setup
- Scroll down to Settings and select Company Creation Settings
Within the Company Creations Settings, Website and Name are required by default. However, you have the option to select up to 10 additional fields to be included as required fields when creating a new company.
Adding a new Company with a Mandatory field
- All Company information is stored in the CRM area of Membrain. This is found in the main menu to the left.
- To add a new company, simply click on "New Company". Depending on if you have certain fields marked as required, you may see multiple steps to complete. Fill in the required information and click Create!
- The * means it's required to fill out and is therefore mandatory.
