Companies options

Options menu

Each company has an options menu with quick actions.

The options are:

1. Edit Company
2. Add Note
3. Associate Contact
4. Delete Company
5. Close Company

1 - Edit Company Option

Update the selected company information.

2 - Add Note Option

Add notes or relevant business context.

3 - Associate Contact Option

Link one or more contacts to the selected company.

4 - Delete Company Option

Delete the company based on your profile permissions.

5 - Close Company Option

Close the current company view and return to the list.