The Corporate Details tab of a company's listing within the CRM system is comprised of the following 5 sections, which can be used in order to store a wealth of information on the company in question:
Corporate Details:
In this field, you can enter the name of the company, and even an abbreviation for it, should one exist. In order to modify the details, simply click on the "Edit" icon located in the upper right-hand corner.
Contact Types:
In this field, you can specify the type(s) of contact that a particular company is, such as web sales contact, ECS customer, and vendor. You can also specify whether the company's status is active or inactive for each type of contact, by using the adjacent drop down-menus. In order to modify the information, simply click on the "Edit" icon located in the field's upper right-hand corner.
Mailing Groups:
In this field, you can specify whether you would like for the company to belong to any specific mailing group(s) by selecting the desired one(s) from the list of groups within the system, provided that some exist. In order to access the list and modify membership status, simply click on the "Edit" icon in the upper right-hand corner of the field.
Corporate Datasheet:
Much like the Personal Datasheet located within the Personal Details tab of contacts' personal profiles, this section provides you with an extensive form containing many fields in which to store a company's various details, in areas such as Industries, Size, Advertising, and Credit & Finanace, helping you to maintain a better working relationship with the contact and to target them more effectively with specific services and products that they may be likely to find of particular
interest or use.
Marketing Data:
In this field, you can specify through what source a customer (in this case the company) came to learn about your company and/or website (data which could be useful for marketing). In order to modify this field, simply click on the "Edit" icon located in the upper right-hand corner and select the appropriate source from the drop-down menu.