Companies List

In the Companies List, you can view and manage all company records in uCRM.

Accessing the Companies List

On the left side of the screen, you will find a collapsible panel with your Companies List.

This panel lets you quickly access, search, and manage companies.

Key Functions

Company visualization

The list displays basic data such as:

• Company name
• Industry
• Main identifier
• Last update

Company search

Use the search bar to find companies by:

• Name
• Tax or internal identifier
• Website or domain

Company management

From this view, you can:

• Open company details
• Create a new company
• Edit an existing company
• Access company options