Adding a Company to Twozo CRM

Twozo CRM software’s Company field, is an ultimate hub for all your business-related things. This seamlessly connects with deals, activities, and people to obtain a complete perspective on every business relationship. It empowers your team to stay organized, and boost collaboration and drive business growth into win with flair.

Adding a Company in List View 

If you’ve started using Twozo, and want to assign relevant contacts to a company, you can add the company to the Twozo’s Company Module.

Add a company in Twozo, to foster a streamlined communication for efficient relationship management. You can add Name, Website, Sales Owner, and Address, as essential details, to quickly fetch the information without searching through external sources.  This feature connects relevant contacts and assigns sales owners, to enhance your overall workflow and effective sales. 

The list of default fields is as follows:

Field Name	Description
Name*	Company's official name.
Website	Enter the company’s website URL in the format of:  https://www.example.com
Address	The physical location of the company.
Sales Owner*	The individual responsible for managing the company's relationship.
Note: Fields marked with asterisk (*) are mandatory.

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