Company Page

Navigating

In the Pro.Monitor Cockpit, access the Customer Manager by clicking to it on the left menu. Note: You must have CRM permissions and the CRM module enabled to access this section.

Viewing and Filtering

Utilize the Filter option to display data based on specific criteria like name, type, or last edit date.

Customize the filter column by clicking the Column dropdown and select where the filtre need be apply.

You can also click on colnum header for sorting data

Adding a New Company

Click the + icon at the top left corner of the Company tab.

Fill in the following fields:

Company Name: The official name of the company.

Type: Select “CUSTOMER” for existing customers or “OPPORTUNITY” for potential leads.

Active: Choose “Yes” to denote the company as an active customer.

Address details: Street Address, City, Cantons/Department/State, Country, PostalCode.

Web Site: Enter the URL of the company's website.

Notes: Add any relevant additional information.

Click Create to save the new company entry.

Note: Remember to create a contact for the new company!

Editing a Company

Click the pencil icon next to the name to edit.

The edit dialog will open with the current details.

Update as necessary and click Save to confirm the changes.

Deleting a Company

Select the desired company using the adjacent checkbox.

Click the trash bin icon to delete the selected entry from the CRM.

Note: You can also click on the 3 dot icon of eatch row, then choose Delete on the list

Subscribe to Company

Subscribing to alerts allow you to receive email notifications when a company's license is nearing expiration.

Identify and select the company of interest by ticking the checkbox next to it.

Click the blue bell icon to subscribe to the selected company.

To unsubscribe, simply click the bell icon with a solidus on it.

Note: Individual subscriptions can also be managed by clicking on the bell icon for each company row to either subscribe or unsubscribe.

Notes and Tips

Ensure that company detail are frequently updated and linked to contact to maintain accurate and relevant CRM data.

The Last edit column is useful for monitoring recent modifications.