Companies: the businesses your contacts work for
Add a company and its registration details, link its people, and use the company's page — the history of everyone who works there, its deals, invoices with what is owed, projects and files.
A company is a business you deal with. Its people are contacts; its deals, invoices and projects are on its page, together with the history of everyone who works there.
Open Sales → Companies.
Add a company
- Click Add Company.
- Fill in the form and click Create Company.
| Field | What it is |
|---|---|
| Company Name | Required. |
| Email, Phone, Website, Industry, Description | About the company. One company per e-mail in the workspace. |
| Authorized Person (МОЛ) | The person who represents the company. It goes on the invoices you issue to it. |
| ЕИК / Tax ID, VAT Number (ДДС №), Registration Number | The registration details. An invoice to a company shows its name, ЕИК, VAT number and address. |
| Street Address, City, State/Province, Country, Postal Code | The address on its invoices. |
| Owner | Who the company belongs to; empty means you: Who sees which records. |
You can also add a company while you add a contact: + New company in the contact form takes just the name. Fill in the rest on the company later, before you invoice it.
The list
- Search by company name, e-mail, website… and the filters All industries and All owners (or Unassigned).
- The columns: the company, Website, Contacts — how many people work there, Open deals, Unpaid — what its invoices still owe, per currency, and Owner.
- ⋯ on a row: Edit and Delete.
- Tick companies to delete several at once (managers).
The company's page
At the top: the name, its open deals and what is Unpaid, and Edit, Share and Delete.
Quick actions: Activity, Create Task, Create Deal, Add Contact, Add Lead and Send Email when the company has an e-mail.
In the middle — the history of all its people: the activities, notes, files, tasks and e-mails of every contact at the company, each saying whose it is.
On the right:
- Details — the registration details and the address;
- Contacts — the people who work there, with Add contact;
- Lead cards — open leads that name the company;
- the company's deals;
- Invoices — with what each still owes, and New invoice;
- its projects, the pages from Monfri Pages that mention it, and Files.
Invoices to a company
When you invoice a contact who works for a company, the invoice goes to the company: its name, ЕИК, VAT number and address, with the person as the contact. Keep the company's details complete before you invoice.
Delete a company
A manager deletes a company with Delete. Its contacts stay. A deleted company goes to Settings → Trash, where a manager can restore it.
If something doesn't work
Please enter the company name.
The name is the only required field.
A company with this email already exists.
Another company in the workspace has this e-mail. Search for it, or leave the e-mail empty.
Please enter a valid website URL.
Write the whole address, with https:// at the start.