Adding a company
Create a client record from Spott, a company preview, or LinkedIn.
The company record
Find your way around the tabs, columns, and Details panel.
Company hierarchy
Link parent companies, subsidiaries, business units, and divisions.
Organizing your company database
Customize columns, filters, and sorting on the Companies view.
Merging duplicate records
Consolidate duplicate companies into one record.
Adding contacts
Link the right people to your client companies.