Record-Keeping and Collaboration

Record-Keeping and Collaboration

Notes and Documents in the Company Module

These features are essential for keeping thorough and well-organized records of interactions and key documents associated with each company in the system.


Notes


This functionality allows you to create and manage comments linked to a particular company. The prompt Add Notes Here… indicates a text area where you can type or paste your observations. Once added, these notes can be saved, updated, or deleted as needed, providing a convenient way to keep track of important information related to the company.



Files


This section is dedicated to managing files related to the company. The + icon allows you to upload various types of files, such as documents, images, contracts, or any relevant materials. After uploading, you can access, review, or delete these documents as needed, ensuring all important information and files are stored in one easily accessible location.


This feature lets you connect contacts linked to the company. This provides a complete view of all individuals related to the company, improving communication and collaboration. You can effortlessly add, modify, or remove associated contacts, by ensuring your records are being accurate and reflect current relationships.




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