Companies Panel Overview

Within the Companies panel you will notice the following tabs and you will see all cards that are helpful with your research:

Table of Contents

Notes

Click the Note button to open and view the Notes Panel.

User can add, edit or delete note. Note is saved to the Focused  Company record for a specific project and/or a person.

User can pin note. Pinned note is displayed first irrespective of the time it was posted, and only one note can be pinned at a time.

User can reply and Edit a Note.

User can filter Notes by Users, Note Types, Time, and Context (where the Note was filed).

Profile

Company Profile displays all of the input information when the Company was created.

Company Contact

This card allows you to enter in contact information about the company, including links. 

Location

Add the location of the Company.

Projects

Projects card filters by all project filters.

Active and Closed Projects

Chart of Active and Closed Projects. Clicking on the chart will navigate you to the Projects card mentioned above.

Deals

The Deals card shows all the Deals the company is associated with. By clicking on the Deals chart, you can see a few stats listed including the Status, Deal Size and Likelihood. For more in depth information you can click the listed Deal itself and be taken to that Deal.

LTV

If you do not have the Finance Module turned on then you will see a notice that says, "You don't have finance view enabled.  Click to Turn on Finance Module." Clicking to turn it on will navigate you to the Firm Settings: Billing Tab.

Total Outstanding

If you do not have the Finance Module turned on then you will see a notice that says, "You don't have finance view enabled.  Click to Turn on Finance Module." Clicking to turn it on will navigate you to the Firm Settings: Billing Tab.

Future

Future is referring the payments from this company that is still to come.
If you do not have the Finance Module turned on then you will see a notice that says, "You don't have finance view enabled.  Click to Turn on Finance Module." Clicking to turn it on will navigate you to the Firm Settings: Billing Tab.

6 Degrees

Requirements:

  • Has been on a Project
  • Has a note on their record
  • Is a Client
  • Is a Target of a deal

AND

  • Has the Specific company as their current place of work

People

People that have this company in their work history.

Task

Complete, Add, or Edit a Task from the Tasks card.

Activities

Keep track of all Activities regarding this company.

Preferences

Preferences apply to the Do Not Contact option regarding the desired Company.

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