Contact Companies Concepts

Contact Companies are those companies and organizations with which you or your company wants to get in contact.

Contact Companies can thus both include contact companies as well as existing customers. A contact company is usually a company while a contact person is usually an employee at a contact company to whom you direct your contacts. The contact management module makes it possible to register a wide number of information about your contact companies and persons. The module is integrated with the Accounts Receivable module, and a customer can therefore also occur as a Contact Company.

You can use this workspace to:

• Create new contact companies to build future business opportunities with.
• Add and view sales opportunities, including an overview of outstanding and closed ones.
• Create and update important sales events and specify contact persons for each event.
• Assign employees to lead sales-related engagements with your contact companies.
• Attach, view, and update documents linked to your contact companies.