CRM Support - Companies

The My Market Toolkit company manager is an efficient tool for adding and managing companies and tracking marketing and sales activities.

Adding a Record

1. Hover over "Business Management Tools"
2. Click on "Contact Management"
3. Click on "Create Company"
4. Add a company's name and other relevant information and click "Submit"

Sections allow you to either 'Add New' or 'Edit' data. Add New appends the data to the record. Edit allows you to modify the attribute.

Data Sections

• Company - Any new companies appear with this section expanded by default. Hitting save will create the company record. The company section is focused on the company's name:
  • The Company Name is intended to be the legal company name.
  • Company Industry is a descriptive identifier
• Phone Numbers - Click Add New to add a phone number. There is no limit on how many phone numbers a company may have. Personal phone numbers should belong to a contact, not a company.
• Email Addresses - Click Add New to add an email address. There is no limit on how many email addresses a company may have. Personal email addresses should belong to a contact, not a company.
• Mailing Address - Click Add New to add a mailing address. There is no limit on how many mailing addresses a company may have.
• Websites - Click Add New to add a website. There is no limit on how many websites a company may have.
• Contacts - If a contact belongs to a company, it will show here. You may also add contacts to a company and the company will show on the contact screen.
• Notes - Notes are comments and history for each company. They are intended to be key notes for logs and other legal protection. Once a Note is added, it cannot be altered by anyone. They are added with a date/time stamp to create a valid history or log.