Date	Change

Date	Change
June 2024	Initial Version

Overview

The Company Monitor tool allows Sales Representatives to view and manage Companies assigned to them or created by them. Companies can be either entities that are your direct clients or employers of individuals who are your customers.

To open it, click Sales (1) > Company Monitor (2).

Searching and Filtering Companies

The Company Monitor initially opens a search window to find specific Company entries in the system. You can also create new Companies from here.

Buttons

Enter the criteria in any search field (A) and click FILTER (B). The list of corresponding entries appears in the results table.

To see the Company Details, select a company from the list (C) and click DETAIL (D).

To add a new Company entry, click ADD (E).

To delete an existing Company, select it and click DELETE (F).

To manage attribute values, go to the Setup tab (G).

Audience: Sales Representatives, Sales Managers, Financial Professionals

Functionality: Company Monitor is used to view and edit client data and create new Company entries.