KarmaCRM provides you an advanced and flexible companies management interface to help you manage your companies. The companies details page provides you a comprehensive set of options to manage deals, events, tasks, cases, notes, and notifications, related to that company.
To add a new company, click on Companies tab. The list of companies appears as below.
In the top right side of the page, click on New Company button, the New Company form appears as below.
You have two options to add a new company.
- Create a company from scratch
- Create a company by using a template
Create a New Company from Scratch
You can add the details of new company such as company name, URL of company website, address and phone numbers. This is the default form to add details of a new company. You can customize this form such as to add new form field, delete available fields, change the sequence of form fields, and to add custom fields. (Please see customize the form for detailed instruction.)
You can add the basic details of company such as company name, background information and phone numbers.
Add Email Information: You can add one or more email addresses of the new company. Write the email ID and select an option for Work, Home or Other. If the email address of company is personal, you can select Home option. You can use these email address to send an email to the company. Click on Add Another button to add another email ID.
Add Social Accounts: You can add one or more social accounts of the company. Write the social account URL and select the corresponding social account type. Click on Add Another button to add details of another social account.
Add Full Address: You can add complete address of the company. This enables you to see the company's address in a map view. (Please see add companies to map for detailed instructions.)
Assigned: Select the user to whom you want to assign the new company.
Tags: Write appropriate tags for this new company, these tags help you find and filter company in a large list of companies. (Please see tags specific topics in global options section for detailed instructions.)
Permissions: Select Everyone option, if you want that anyone can access the details of this new company. Select Private option, if you want that only specific users and groups can access the company details. As you select Private option, the Select a User or Group drop down list appears as below.
Select the user or group and assign the permissions, as below.
- Select the permission as Read and write, if you want that selected user or group can read and write the details of company.
- Select the permission as Read only, if you want that selected user or group can only read the details of company.
Click on Create button. The details of the new company are saved. By default, the new company details page appears.
In History section, you can see the name of new company and the name of user who created this company.
Create a New Company by Using Record Template
You can also add the details of company by using the company record template. Click on New Company button and the New Company form appears. At the right side of the company form, the Select a record template drop-down list appears. You can see the list of all templates that you have created for company. (Please see create a new company record template for detailed instructions.)
Select the required template. The details in the company form are populated based on the selected template.
Click on Create button to save this new company details. You can see that the new company is added to companies list. (Please see see details of the company for detailed instructions.)