The Company Detail Page: A 360-Degree View

The Company Detail View provides a consolidated view of all relevant information, activities, and associated records related to a company, making it easier to manage relationships and track engagements.

Accessing and Editing the Company Profile Details

1. Go to the Company Module.

2. Click any company in the List View to open its Detail Page.

3. On the Company Detail Page, the profile section displays essential details such as company name, website, and linked social profiles.

4. To edit the profile, click the edit icon next to the profile to open an edit drawer.

5. Make any necessary changes, then click Save to apply the changes.

Company Profile: Key Information and Navigation

The left panel gives quick access to all relevant modules connected to the company. It helps you manage every aspect of the relationship in one place. Here's a breakdown of each section:

Overview: Review Summary and Metrics

1. By default, the Company Detail Page opens in the Overview section.

2. Add tags in the field to help you quickly identify and categorize the record.

3. View the Basic Information section displays default fields (Name, Website, and Sales Owner).

4. Select Show All option to expand and display complete Company Details.

5. Below Basic Information, view:

• Top Activities: Displays the most frequent activity types for the company.

• Most Active Users: Shows users with the highest engagement levels.

6. Check Open Deals to see all deals linked to the company or use +Add Deal if none exist.

7. Go to Upcoming Activity to review scheduled activities or add a new one using +Add Activity.

8. Visit Recent Conversations to view the latest email interactions.

9. Open Related Contacts to view associated contact.

Company Details: View All Fields

1. Click the Company Details tab to view all company fields.

2. Use the search bar to find a specific field or value.

3. The Manage Fields option at the top right opens the company's data fields.

4. The Show Empty Fields toggle shows or hides empty fields.

5. Fields are grouped into:

• Basic Information: Name, Website, Sales Owner.

• System Fields: Tags, Location, and Social Profiles (excluding auto-generated).

• Location: Address, City, State, Country, Zipcode.

• Social Profiles: LinkedIn, Twitter (X), Facebook.

• System Information: auto-generated CRM fields.

• Custom Fields: user-created fields.

6. Hover over any fields to reveal the edit icon, and click to update.

Timeline: Track Interaction History

1. View all company-related updates grouped by date.

2. Use the Filter Timeline dropdown to show specific update types (e.g., Calls, Emails, Notes, Activities, Files, Updates).

• Select multiple checkboxes in the filter to view specific update types together.

Note:

The tracking details, attachment details, drafts, archives, and scheduled emails will not be displayed in the timeline.

Here are the actions recorded in the timeline:

Fields	Definition
Company created	Displays when the company was added and the responsible owner.
Company Name Change	Shows the previous and updated names of the company, along with the owner who made the change.
Deal Associated	Displays the name of the associated deal and the owner who linked it.
Deal Title Change	Lists the old and new deal titles and the owner who updated it.
Merge	Indicates that the company was merged with another company to prevent duplicates.
Inbound Mail	Details of emails received from the company, which is associated with the contact, including the date, time, and content summaries.
Outbound Mail	Information about emails sent to the company, which is associated with the contact, including the date, time, and content summaries.
Call Failed	Records of calls that failed to connect are indicated in red, including the date and time of the attempt.
Voice Note	Details of voice messages left by the contact, including dates and content summaries.
Call Record	Audio recordings of phone calls with the contact, including date, time, and call duration.
Call Logged	Information about phone calls made or received, including dates and summaries of the conversation.
Email Logged	Records of emails sent or received, including dates and content summaries
Deal value updated	The sales owner updated the deal value.
Expected Closing Date Assigned	The owner assigned the expected closing date to a specific date.
Expected Closing Date Changed	The owner changed the expected close date.
Form Submission	The contact submitted the form on the specified page.
File Uploaded	A file relevant to the company was uploaded by the owner.
Note Added	A note regarding the company was added with additional information.
Note Edited	An existing note about the company was updated with revised details.
Meeting Scheduled	A meeting was scheduled by the owner
Activity Title Changed	The owner changed the title of an activity.
Activity Note Added & Edited	The owner added or updated a note with details or updates about the activity.

Conversations: Access Email History

1. Open the Conversations section to access all interactions with the company.

2. Use the toggles at the top to switch between different communication channels, such as All Conversations, Email, Phone, and Facebook Messenger.

Each toggle displays the total count of conversations for that channel.

3. Click on a conversation to view its full content.

Here are the mappings for the conversations:

Fields	Definition
Inbound Mail	Details of emails received from the contact, that is associated with the company, including the date, time, and content summaries.
Outbound Mail	Information about emails sent to the contact, that is associated with the company, including the date, time, and content summaries.
Draft Emails	Emails that are saved as drafts, indicated with Draft in brackets, showing the subject and body.
Scheduled Emails	Emails scheduled to be sent later, display the user's name, scheduled send time, subject, and body.
Reply Mail	Responses within email threads, marked with Re and including replies and forwards to or from the contact.
Call & Recordings	Phone call details and recordings, including the call's date, time, duration, and recording playback (if available).
Call Logged	Details of phone calls made to or received from the contact, including the date, time, and any associated agenda items.

Activities: Manage Tasks and Events

1. Go to the Activities section to view scheduled and completed tasks related to the company.

2. Use the following toggles to navigate: All Activities (shows Overdue, Upcoming, Completed in order), Upcoming, Completed, and Overdue.

Activities in each toggle are sorted by start date and time in ascending order.

3. Use the Filter Activities option on the top right to filter by activity type.

4. Click the + Activity button to schedule a new activity.

Notes: Add and Review Internal Memos

1. Click on Notes from the side menu.

2. Type directly in the input field with the placeholder.

• Mention teammates using @name in the note and add your doubt or comment for them.

• Format the text as needed using options like bold, italic, underline, lists, or links.

3. Notes can be edited, pinned, or deleted as needed.

4. Mentioning a teammate sends them a notification if they have access to the company.

Files: Manage Documents and Attachments

1. Click Files from the side menu to open the Files section.

2. Use the +File option at the top right to upload a file (maximum size 50 MB).

3. You can upload files in the following supported formats: DOCX, DOC, PDF, PPT, PPTX, XLS, CSV, XLSX, TXT, HTML, GIF, JPG, JPEG, PNG.

Note:

File name including extension can be up to 255 characters.

Deals: Track Associated Opportunities

1. In the Deals section, view all deals linked to the company.

2. Use the + Deal button on the top right to create a new deal.

3. View two categories, Open Deals and Won Deals, each with its count and total value.

4. View all associated deals in a structured list format showing key deal details.

5. Use the Column Settings icon to customize visible fields in the list.

6. Use the State Filter to view deals by status (Open, Won, Lost). Multiple selections are supported.

Note:

When a contact is linked to deals either as Primary, Secondary, or Tertiary (related contacts), it will be displayed in the Contact Detail page.

Contacts: View Related People Records

1. Go to the Contacts section to view contacts associated with the company.

2. View all associated contacts in a structured list format.

3. Use the column settings icon to customize visible fields in the list.

Followers: Identify Subscribed Users

1. Open the Followers section to see users following this company.

2. Use the Manage Followers button to add or remove followers as needed.

Ellipsis Menu in the Company Module

The ellipsis (⋮) menu in the Company Module provides access to additional actions or options related to the company record.

Twozo ellipses menu has several key functions, as follows:

Edit Company Details

Edit option from ellipsis menu, leads to open the Update Company drawer. The drawer displays all the fields related to the company, you can modify these details as needed, such as updating the Name, Website, Sales Owner, or Address. After making the necessary changes, simply save the updates to apply them into the company record.

Clone the Company Record

• Clicking the Clone option from the ellipsis menu opens the Clone Company drawer, where all the fields are automatically populated with the current company's information. This includes all relevant details such as Name, Website, Sales Owner, Address, and any other associated fields.

• The CRM automatically populates certain fields. Editable fields are filled based on existing values, and auto-generated fields do not appear in the Clone drawer. This feature simplifies adding similar companies by eliminating the need for manual data entry.

• In this drawer, you can review or modify any of the pre-filled information before saving. Once saved, an exact copy of the original company is created with all the duplicated details. This feature is particularly useful for scenarios where a similar company needs to be added quickly, without manually re-entering all the information.

Export Data from the Detail Page

Clicking Export prompts, you to select a file format for the download such as XLSX, XLS, or CSV. After choosing the format, click the Export button to prepare the file for download. Once ready, click the Download button to save the file to your device. This allows for offline access to company information.

Delete the Company Record

Selecting the option Delete, leads to opens a confirmation popup. Confirming the deletion by clicking Yes will remove the company and move it to the Recycle Bin. This feature helps in managing and cleaning up company lists.

Creating a New Deal from the Company Detail Page

Adding a Deal from the Company Detail Page

To create a new deal directly from the Company Detail Page, use the + Deal option. This feature allows you to link a deal with the selected company without navigating from the Company's profile.

1. Click the + Deal button on the company detail page.

2. Add Deal form will appear where you can input essential deal information, such as deal Title, Pipeline, Stage, Primary Contact, Related Contacts, Company, Deal Value, and Sales Owner.

3. Once all details are entered, click Save to add the deal. It will now be linked to the company and accessible from both the Company profile and the Deals section.