A Company Profile in Pipeline CRM is your one-stop dashboard for all things related to a company. Here, you can quickly view, edit, and manage essential details, activities, deals, and more—all in one tidy place.
Key Company Features
- Total Pipeline: The total value of all active deals linked to the company.
- Won: The total value of all deals won with the company.
- Company Hierarchy: View total values for the children's companies and their associations.
- Contact Info: Address and contact information for the company.
- Deals: A list of all deals associated with the company.
- Agenda: View and add tasks or events related to the company.
- Activities: A summary of actions taken with the company.
- Custom Fields: View additional custom fields created and tailored to your account.
- People: Everyone connected to the company.
- 10. Files: Upload, save, and view documents related to the company.
Customizing Your Profile Page
Want to rearrange what you see?
- Click the Actions button located in the top right corner.
- Select Edit Layout to reorder sections for your workflow.
- Remember to save your changes!
If you have questions or need assistance, contact our support team at .