Managing and Setting Up the Company List View

Twozo'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, boost collaboration, and drive business growth into win with flair.

How to Add a New Company to the List View Interface?

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
Sales Owner*	The individual responsible for managing the company's relationship.
Address	The physical location of the company.
Note: Fields marked with asterisk (*) are mandatory.

Customizing Display Columns in the Company List

Twozo offers you customize the Company List View to easily access the information you need. Add or remove columns to highlight key details, making data management faster and more organized. By default, the visible fields include Name, Website, Sales Owner, and Address, and these fields can be customized as needed.

1. Go to the Company Module.

2. In the Company List View, click the column settings icon to display the selection panel.

3. In the panel, select or deselect the checkboxes to add or remove fields from the view.

4. Drag and drop fields to adjust their order. Changes are reflected immediately in the Company List View.

How to Add and Arrange Custom Fields in the Company Module?

To capture additional details for companies, customize the fields through the Admin Settings. Twozo allows you to tailor the Company Module to meet your specific business needs by adding or modifying fields as needed.

To customize the fields in the Company Module, follow these steps:

1. Navigate to Admin Settings > Modules & Fields > Company.

2. Click + Custom Field to create a new custom field.

3. Choose the type of field you want to add, such as text, number, date, dropdown, etc.

4. Enter the field name and select options such as Add View or Required to ensure the field's visibility and mark it as mandatory.

5. Once the new field is created, you can reorder the fields by dragging and dropping them into the desired order.

6. After adding and arranging the fields, click Add to apply the changes.

Sorting Companies for Efficient Viewing in the List View

In the Company List View, Twozo helps you to organize companies by specific criteria to make the process easier and manage the relevant information. Sorting options organize items according to your selected criteria.

• Initially, the list will be organized based on the creation date, it means the most recently added companies will appear at the top. This default sorting helps to focus on the latest entries, without the need to change any settings.

• Click the arrow icon next to the desired field name, to sort the list by a specific criterion.

• The upward arrow sorts fields in ascending order, while the downward arrow sorts them in descending order.

• This feature allows you to view and manage company information based on your preferences.

Filtering Companies to Create Targeted Segments

Filtering boosts efficiency and reduces clutter for users. So, Twozo helps to narrow down large database by applying specific criteria, to ensure relevant data is displayed. You can save the filters as views for frequent searches and can be combined using AND/OR conditions for more precise filtering.

1. Access the Company List View page where you want to filter companies. Click the filter icon located at the top left corner of the page.

2. Choose the specific field you want to apply from the drop-down menu, such as Contact, Company, Deal, Product, or Activity.

3. Apply AND/OR Conditions

• To apply multiple conditions with AND, add multiple filters and ensure each one is connected by the AND operator. This means all conditions must be met for a result to appear.

• For OR conditions, switch the operator between filters to OR. This allows for any of the specified conditions to be met.

4. After applying, click Save View and assign a name for quick reference.

5. Once saved, your custom view will appear under the Created By Me section in the All Company dropdown for future use.

6. Twozo CRM includes predefined filters such as All Company, My Company, My Territory Company, Recently Imported, and Recycle Bin. You can also filter companies by Sales Owners for quick access.

7. To delete a filter, go to the Created By Me section, select the filter, and click the delete icon. A confirmation prompt will appear.

8. Click Confirm to permanently remove the saved view.

How to Identify and Merge Duplicate Company Records?

Noticing the same company name appearing twice? It might be a duplicate record.

To ensure the user's workflow and avoid chaos, Twozo offers a feature for managing duplicate company records. You can review the list of potential duplicates to merge or delete records as needed. This process helps to maintain a clean and organized database by eliminating redundant entries.

To identify and manage duplicate company records in Twozo, follow these steps:

1. In the Company List View. Click the ellipsis (⋮) icon in the top right corner.

2. Select Manage Duplicates from the dropdown menu.

3. Choose Companies to view a complete list of all duplicate companies identified.

4. Review the list of potential duplicates based on exact matches in the Company Name field.

5. Click Review to compare the potential duplicates which appears one below the other. You will be prompted to select which data to retain.

6. Choose the company to be retained and click the Merge button. The remaining data will be merged with the selected primary company.

7. Clicking Dismiss will temporarily remove the company from the duplicates list. However, if a new company is later created with the same name, the duplicates will reappear.