See all conversations & information at 1 place 1 of 2

Click on a Contact name to see all details, notes, tasks, conversations, emails, associated records etc. at 1 place.

You can see previous activities here. You can also add a note / conversation / task or upload associated documents.

You can also see contact information and associated records – all at one place.

Sync Email

You can sync your email so all conversations with CompanyHub contacts will be automatically synced in CompanyHub CRM. Even if you send / receive email outside CompanyHub.

Learn More: How to Sync Email

Assigning leads to salespeople & controlling visibility of records 1 of 3

Assigning Leads to Salespeople: Every record has a field ‘Assigned To’ which indicates to which salesperson that contact (or any other record) is assigned. By default it is assigned to the user who creates / imports the record.

 

If the field is not visible in form and you want to show it, you can go to Customize and drag it from Hidden Section at bottom to any other section.

assign-to-field
Assigning leads to salespeople & controlling visibility of records 2 of 3

If the visibility of Contacts / Companies / Deals is set to public (default is public), all records are visible to all. You can change the setting to hierarchy based. In that case, the record will be visible to salesperson, his manager, manager’s manager and so on.

control-visibility

Learn More: Data Access Control

Assigning leads to salespeople & controlling visibility of records 3 of 3

The hierarchy is decided by hierarchy of profiles. It is set using ‘Reports to’ field of Profile. By default, user reports to manager and manager reports to CEO.

hierarchy-of-profiles

If you want to have your own visibility rules like based on Product, Country, Industry etc., that is also possible. Contact support and they will help.

Learn More: Data Access Control

Quick Actions

Salespeople hate CRMs because they are time consuming. So we have made it really easy for them to quickly update the CRM so they can spend more time doing sales!

Learn More: Customize Quick Add Fields

Custom Fields 1 of 2

You can track all the information you need with custom fields. Like Industry, Renewal Date, Source, Income, Products etc.

 

You can create various kind of fields like Text, Amount, Number, Date, Select options, Total, Formula, Associate another record etc.

Learn More: Customize Fields

Custom Fields 2 of 2

These fields become available almost everywhere – Filters, Forms, Reports, Profile Permissions etc. You can also control who can see / edit which fields by customizing profile permissions.

Customize Columns & Save Filters 1 of 2

You can easily change the columns.

Learn More: Filters

Customize Columns & Save Filters 2 of 2

You can easily filter records based on any field like sales person, country, next followup date etc. You can also save these filters.

Learn More: Filters

Send Us Some Feedback!

Leave Feedback