Company Details
- Inese Auzina
- Gints Vaskums
Overview
You can see all entities that are your company’s clients in the Company Monitor or the Contact Manager > Companies tab.
Select your client from the search results and click DETAIL to view or modify the Company Details.
To create a new entry, click ADD.
The system opens the Company Detail window’s Main tab.
The top section of the window (A) shows basic information about the client:
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Audience: Sales Representatives, Sales Managers, Financial Professionals
Functionality: Company Details are used to create a new Company entry or to view and change all information about entities that you work with.
Company Details Tabs
The Company Details window tabs show all information about this customer or prospect.
Note: Your company site may be configured to hide unused tabs or show additional ones specific to your company. Company-specific tabs are not described here.
Adding Company Contact Persons
The jCore system keeps records of Companies (entities) and Contacts (individuals) that are your clients or prospects. These can be linked based on an employer-employee relationship.
There are two ways to link a Contact with a Company:
in the Contacts tab of the Company Detail window
in the ID tab of the Contact Detail window
Adding Contacts for a Company
Adding an Employer for a Contact