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Company profile

Company (Profile)
 
If the UTILITIES menu icon is not one of your main icons on the docking station, please click the "MORE" icon. The UTILITIES menu icons will be displayed as shown below, you will find the "Create / Edit Companies" menu option here. Once you click the icon, a GRID will open with the various companies already created.
 
Either click the edit button of the existing company or click CREATE COMPANY PROFILE at the top.
 
 
The CRM makes it easy for a CEO and managers of a company to get an overview of the sales pipeline throughout the country.  You need to setup company details for each of your branches.
You can then link the staff (employees) created on the system to a company/branch.
 
The company setup allow you to specify unique details that can be printed on quotations.