A Company refers to a customer, prospect, or partner interested in your products or services. Navigate to the Companies module and click on the icon on the right to record a new company.
Enter the company’s information in the form and click ‘SAVE’. You can also record a primary contact when you record a company.
A Company ‘Type’ refers to the type of company or business relationship the company has with your business. For example, a company type can be a prospect, customer, supplier etc. In Legrand CRM, you can configure the ‘Type’ field to suit your business requirements.
Click on the settings icon to populate the ‘Type’ drop-down field.
Enter a name for the Company Type and click ‘SAVE’.