The Companies feature of Lead Commerce allows users to associate as many customer records to a single account. This is useful for some businesses that not only sell to consumers but also larger retailers or distributors who might have multiple contacts at one business.
Companies get created either by creating them in the Companies subcomponent or when creating a new Customer when building a new order.
Companies can also be created when using the Create Customer button located on Support Tickets and Opportunities.
Companies consist of the following sections:
|Name||This is the company name. This value will appear in the Company drop down menu of a Customer record on the Details section.|
|Status||This is the status of the Company record. The status can be Active, Inactive or Archived.|
This is a view which will show you all of the Customer records that are associated to this company. Please Note: You cannot add new customers here. You will need to add each customer manually by associating the Company name to the customer record using the Company drop down menu located on the Details section of the Customer drill down page.
This is a view of all Opportunities currently associated to this Company. This is an aggregate view meaning you would see all Opportunities that are associated to any Customer who is associated to this Company.
This is a view of all Support Tickets that have been created for this Company for a specific Customer.
File Upload Section:
|File Upload||This section displays all files that have been associated to this category.|
|Upload Files Button||This button is used to upload one or multiple files to the category from your computer.|
|Row level Colorbox||If you click on each file that has been uploaded it will open a dialogue window to allow you to make changes to the file name, to display the file in the customer portal and view the full path URL.|
|File Name||The name of the file|
|File URL||The full path URL of the file.|
|User||This column indicates which user made the change to this Category.|
|Action||This column indicates what was done.|
|Modified On||This column indicates when the change occurred.|