Client company records enable you to centralize, log, and track all activities related to your relationship management efforts.
Watch & Learn How To Begin Adding Client or People Records to Your Workspace
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Access Contacts directly from your navigation panel.
Here you will see all client organizations your brokerage is currently or have previously transacted with. (Use the filters to search by the basic details including name and deals associated have been auto-populated. )
From here you can click on any of the client's name to view, edit, and add details.
Once you've selected a client company you have several options:
1 | Edit Profile: Selecting this feature allows you dot update/add basic company data like logo, HQ location, profile and even your own custom data fields.
2 | View recent Activities, Deals, Clients invited and Resources shared
Activities: Displays activities across all deals pertaining to the client org. Use filters to drill in further.
Deals: Displays all active or closed deals linked to the Company.
Clients & Brokers: Displays all Brokers and Clients connected to active or closed deals. Click the vertical dots in a specific row to remove or edit details.
3 | Add a Deal: Get started right from this view.
Once selected you'll be navigated to the deal creation view.
4 | Log Update: Record notes from a call, meeting, email or just a general note.
Once recorded notes, calls, emails appear in the Company's Activity feed.
💡Tip: Don't forget to use the filters to drill into specific events.
Get the most out of this featuring by leveraging Company Records in your weekly team meetings and record everything