CRM Core

Company Management

The Company dashboard is a single page dashboard for all your business client management activities.

To manage your company entries, navigate to WP Admin Dashboard → WP ERP → CRM → Companies.

Here you can add, edit, and update names of companies/business clients and their details.

The dashboard lets you do the following functions:

  1. view all companies in list format with all required details (name, email, phone, life stage, owner, date of creation)
  2. create a new company to your CRM
  3. edit, view and delete a company
  4. assign multiple contacts to the companies you create
  5. assign the companies you create to different groups
  6. add a new search segment to filter your searches
  7. create several filter parameters and conditions to make your search results more specific
  8. how you can save each of your filters with a name
  9. choose to make your filters private or public
  10. search specific companies by name
  11. filter companies by the name of an owner.

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