AppWT CRM

Topic: Contacts and companies

Companies

Keep each customer in one place, with its contacts, company leads, people leads and projects.

Video, 1 minute 29 seconds · 9 steps

Watch the video

Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How the Companies list works
  • How to add a company in one click
  • How a company page groups contacts, leads and projects
  • How to add several contacts, a company lead or a people lead
  • How to start a project for a customer
  • How to link and unlink contacts and leads

Step by step

  1. Step 1: Companies

    Open Companies from the menu. Each row shows the website, the phone, and how many contacts and open leads it has.

    The Companies list with made-up companies, their website, phone, contacts and open leads.
    Step 1 screen, from the demo account.

  2. Step 2: Names you already have

    If your contacts already list a company name, it shows here. Click Add as a company to make the record.

    The list of company names your contacts already list, each with an Add as a company button.
    Step 2 screen, from the demo account.

  3. Step 3: Add a company

    Or fill in Add a company with the name, website, phone, and address. Then click Add company.

    The Add a company form with boxes for the name, website, phone, address and notes.
    Step 3 screen, from the demo account.

  4. Step 4: A company page

    Open a company. Its page has four groups: Contacts, Company leads, People leads, and Projects.

    A made-up customer's page, Maple Street Homes, with its details and its Contacts group.
    Step 4 screen, from the demo account.

  5. Step 5: Add several contacts

    Click Add several contacts to enter many people at once, one person per row. A contact does not need a lead.

    The Add several contacts form on a company page, with rows for the name, title, email and phone.
    Step 5 screen, from the demo account.

  6. Step 6: Company leads

    A company lead is an opening the customer asked for, like three carpenters. Click + Company lead to add one.

    The Company leads group with one open lead, 3 carpenters for spring kitchen jobs, and the + Company lead form.
    Step 6 screen, from the demo account.

  7. Step 7: People leads

    When the request comes from one person, click + People lead under that contact. It shows under People leads.

    A + People lead link under a made-up contact, and the People leads group with her request.
    Step 7 screen, from the demo account.

  8. Step 8: Start a project

    Click Start a project for this customer. The new project is linked to this company, so it shows here.

    The Projects group with a made-up kitchen remodel project and its talent folder, and the Start a project for this customer button.
    Step 8 screen, from the demo account.

Transcript

In this lesson, you will keep each customer in one place, with its people, its leads, and its projects.

Open Companies from the menu. Each row shows the website, the phone, and how many contacts and open leads it has.

If your contacts already list a company name, it shows here. Click Add as a company to make the record.

Or fill in Add a company with the name, website, phone, and address. Then click Add company.

Open a company. Its page has four groups: Contacts, Company leads, People leads, and Projects.

Click Add several contacts to enter many people at once, one person per row. A contact does not need a lead.

A company lead is an opening the customer asked for, like three carpenters. Click + Company lead to add one.

When the request comes from one person, click + People lead under that contact. It shows under People leads.

Click Start a project for this customer. The new project is linked to this company, so it shows here.

Use Find to link more contacts or leads. Unlink takes them off the company, but never deletes them.

Next, learn how to move deals on the pipeline board.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.