Record View allows you to see vital information of a given company in just a click. In one view, you can see a Company’s location, associations, activities, notes, and more.
Company Record view is located in several locations throughout the app from clicking on a Company link. You can always access the Record View from Company List.
To access Record View from Company List:
- Navigate to Company List from the main menu via Records
- Hover over a record and select “View” from the Name column
- The Company record will open from the right side of the screen
Record View consists of main sections:
- Details: See location and basic information about the Company
- Activities: Visualize recent activities in a scatter plot chart and add new Activities
- Relationships: View people, deals, routes associated with the record
- Notes: See a log of all notes associated with the record and add new Notes
- Files: See all files uploaded in the record and add new files
To add to People, Deals, or Routes from the Record View, click the “ + Add” button next to the section header.
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