Company

This module which includes lead's Company details

The Company module stores important details about each organization associated with a lead, such as its background, size, industry, location, tax information, revenue, and billing details. This helps users engage more effectively with companies by providing a clear understanding of their business profile. All company related information for each lead is saved in the module, allowing for easy access and organization, which enhances customer relationships and improves sales efforts. This module is linked with the Leads module for viewing and editing the company details of each lead from the lead module itself instead of switching between modules. The company details can be added manually or through the Lead Qualify Chatbot from the user response.

Point at which the companies should be created

When a new lead is created, the lead is added into the ‘Lead Qualifying Chatbot’ the Chatbot asks for the company name to lead and the lead response is saved as a new record in the Company module, and the company is linked in the Leads module's lookup field, ensuring a seamless connection between leads and their respective companies.

Associating a Deal or Lead to a Company

The Lead and Company modules are linked to the Deal module through lookup fields. When creating a new Deal record, users can easily select the related Lead and Company from their respective lookup fields, ensuring proper associations and tracking.

From the 360 view using the Related List function we can relate and view the related modules. The company module has a related list for both Lead and Deals. When we click on 360 view icon on a company record we can see the related Deals and Leads in that company.