Companies View

The Companies View provides a detailed profile of a company in uCRM.

Accessing Companies View

Select any company from the Companies List in the left panel.

Companies View Elements

General information

At the top of the view, you can find:

• Company name
• Legal name
• Industry
• Main phone
• Website
• Address information

Information tabs

Company information

Contains the main company data and custom fields.

Contacts

Displays contacts associated with the selected company.

Available Actions

From Companies View, you can:

• Edit company: Update company information
• Associate contacts: Link existing contacts to the company
• Add notes: Register additional context
• Delete company: Remove the company record (based on permissions)