Contacts · How-to
Work with a company, merge or delete one
See everyone at a company and its open deals, edit its details, fold a duplicate company into it, or remove it.
Open the company
Click a company in Contacts › Companies. The tiles at the top show how many people you have there and the value of its open deals.
See its people and deals
“People” lists the clients filed under it and “Open deals” its deals that are not yet won or lost. Click a name to open it; long lists have their own pages.
Edit its details
Press “Edit”, change what you need, its tags included, and press “Save”. Your workspace’s own company fields show under “More details” by their names once they are filled, and its tags as labels under the lists.
Merge a duplicate company into it
Press “Merge”, search for the other company in “Merge in”, pick it and press “Merge”. This company stays; the other one’s people, deals and invoices move here, its tags are added, and it is archived rather than deleted.
Delete a company
Press “Delete” and confirm. The company goes; its people, deals and invoices stay and are simply no longer grouped under it.
Common questions
- Who can edit, merge or delete a company?
Editing and merging need a role that may edit clients; deleting needs one that may delete them.
- How is a company’s open pipeline counted?
From its open deals that you may see, with a total for each currency. If you cannot see deals, or the deals module is off, the figure shows a dash.
- What does a company show on the phone?
Tiles for its people and pipeline, Call, Website and New deal. People opens each client there, and the open deals open each deal; Details carries the custom fields. Delete asks first, and the people stay as clients without a company. Merge searches for the duplicate and asks before it folds it into this company: its contacts, deals and invoices move here, and the duplicate is archived, not deleted.
Read next
Keep a record for each company you work with
Group the people you deal with under their company, see each company’s open deals, and let new clients file themselves by their email domain.
Merge duplicate clients
Find clients who were entered more than once, choose the card to keep, and fold the others into it with their bookings, invoices, points, files and history.
Deals: the work you are trying to win
Track each piece of work you hope to win on a board of stages, see what each stage is worth, and record why deals are won or lost.
More in Contacts
- Contacts: your clients and the companies they work for
- Find a client in the list
- Add a client by hand
- Work with a client’s card
- Keep a client’s children, pets and vehicles
- Tag clients and filter by tag
- Block a client from booking online
- Export or erase a client’s personal data
- Import or export your client list
- Contacts: questions people ask
Open in Setvos
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