Manage Companies

Manage Companies

The organization with which you hold a business relationship, can be added as companies in your Bigin account. Normally, a single company can have one or more contacts associated with it. 

Adding all necessary informations such as name, address, phone number, email helps in getting in touch with them easily. The record details page displays everything that you need to know about a company such as activities, notes, email interactions, social interactions, deals and attachments and the associated contacts. You can also create them from the record details page. Timeline displays the history of everything that is done to a record in the Companies Module.

You can view the list of companies using the standard list views available or create a custom list view of your choice. Various actions such s sending mass email, adding or removing tags, updating a field, changing the owner of a record can be done from list view.


Create Companies 

Bigin allows you to create contact in the following ways:
  1. Create Companies individually
  2. Import Companies

Create Companies Individually 

To create companies individually
  1. Go to the companies module and click .
  2. Enter the details in the Create Companies page.
  3. Click Save.

Import Companies

When you have a huge list of companies in a spreadsheet and you would like to add them in your Bigin account, you can import the file and they will be added as companies. See More.

Edit Companies

You can choose to edit the companies that you have created.

To edit companies
  1. Go to the Companies module.
  2. Hover over the record which you would like to edit and click the edit button or select the record which you want to edit and click the edit button.

  3. Make the necessary changes and click Save.

Delete Companies

Companies once added can be deleted if no longer necessary.

To delete companies
  1. Go to the Companies Module.
  2. Hover over the record which you would like to delete and click More > Delete.
    Alternately, select the record which you would like to delete and click More > Delete.

  3. Give your confirmation in the popup and the record will be deleted.
 

    • Related Articles

    • Use filters to find companies

      When there are lot of records in the companies module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out,  deal stage, ...

    • Manage Multiple Currencies

      The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and selling. ...

    • Can I associate my clients with multiple companies?

      No, you cannot associate clients with multiple companies.

    • Manage users

      How-to: Add a user Click Settings on the left pane. Select the Manage Organization tab. In the Manage Users section, click Add user.  Type the email address of the person. Select the meeting and webinar licenses for the user. Click Add.  Remove a ...

    • Manage Contacts

      Contacts are individuals who represent a company with which you have a business relationship. Often contacts are related to a company, but certain organizations may serve individual customers as well. In that case, the contact will not be part of a ...