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