This guide provides an overview of navigating your home dashboard and effectively managing your company and contact records. You will learn how to access key data, create new entries, and organize your professional network.
How do I navigate the Home Dashboard?
When you first log in, you are greeted by the Home Dashboard. This is your central hub where you can see an overview of your current activities, recent records, and key performance indicators. You can customize this view to show the information that is most relevant to your daily workflow, such as upcoming tasks or recently viewed companies.
💡 Action Steps
Log in to access the Home Dashboard
View the overview of activities and recent records
Customize the dashboard view settings
How do I search for a specific company?
To find a company, use the global search bar at the top of the interface. Simply type in the name of the organization you are looking for. As you type, the system will suggest matching records. You can click on the company name from the dropdown list to go directly to their profile page.
💡 Action Steps
Locate the global search bar at the top
Type the name of the company
Select the correct company from the suggested results
How do I create a new company record?
If you need to add a new organization, click on the 'Companies' tab in the main navigation menu and then select the 'New' button. You will be prompted to enter the company name, industry, and website. Fill out these mandatory fields and any additional information you have before clicking 'Save' to create the record.
💡 Action Steps
Click on the Companies tab
Select the New button
Enter the company name, industry, and website
Click Save to finalize the record
What information is stored on the Company Profile?
The Company Profile page acts as a single source of truth for that organization. Here you will find the company's address, phone number, and a list of all associated contacts. You can also view the history of interactions, including emails, calls, and notes added by your team members.
💡 Action Steps
Open a Company Profile page
Review the address and phone number fields
Check the list of associated contacts
Scroll through the interaction history
How do I add a contact to a company?
To add a person to a company, navigate to the specific company record and find the 'Contacts' section. Click 'Add Contact' to open the creation form. You should enter their first name, last name, job title, and email address. Linking them directly to the company ensures that all communications are tracked under the correct organizational account.
💡 Action Steps
Navigate to the specific company record
Locate the Contacts section
Click Add Contact
Enter first name, last name, job title, and email
How do I manage individual contact details?
Managing individual contacts is straightforward. By clicking on a contact's name, you can view their personal details and specific activity feed. If any information changes, such as a new phone number or a promotion to a new job title, you can click 'Edit', update the fields, and save the changes immediately.
💡 Action Steps
Click on a contact's name
Review the personal activity feed
Select Edit to modify information
Click Save after updating fields
How do I use filters to organize my lists?
When viewing your list of companies or contacts, you can use filters to narrow down the data. Click on the 'Filter' icon to sort by criteria like location, owner, or creation date. This allows you to create targeted lists for outreach or reporting purposes without having to scroll through every record in the system.
💡 Action Steps
Navigate to the Company or Contact list view
Click the Filter icon
Choose criteria such as location or owner
Apply filters to update the list view
How do I log an activity against a contact?
To log an activity, open the contact's page and look for the activity bar. You can choose to log a call, an email, or a meeting. Type in the details of what was discussed and set a date. This ensures that everyone on your team knows the latest status of the relationship and what steps were taken last.
💡 Action Steps
Open a contact's profile page
Locate the activity bar
Select the activity type (Call, Email, or Meeting)
Type notes and click Log Activity