...
When using the get results button, each result will show the company name, address, city, state, phone and web-site (if available). You will notice a few buttons available for each company.
Website: Takes you to the company website if available
Map: Takes you to overview of Google Maps
New Company: Adds a new company record into e-manage and auto-fills with all of the available information pulled from Google
Quick Company / Contact: Adds a new company record into e-manage and auto-fills with all of the available information pulled from Google + Provides an area in the forum to enter Contact Information all in the same window. Additionally, you can create a Lead all in the same window! See the New Company Location (Customer and/or Vendor) Help Guide article for more details.
...
After you select New Company, continue to fill in the required fields before you can save. The minimum that will need to be filled out is the "Company Type" drop down. Based on the company type, your company may require other information (required fields are denoted by an asterisk and dynamically change when a company type is chosen or changed).
...
After selecting Save, all Salespeople will be added but you should make it a Best Practice to mark who the Primary Salesperson is and adjusting the Sales Credit. We also reccomend recommend to think about who the Bill To or Remit To (for a Vendor) will be for this new company record. You can change the Bill To by using the drop down in the upper right corner in the “Default Bill To” box. Each different address you might have to use or show on paperwork must be setup as it’s own seperate separate Company record.
BUILD A GRID OF RESULTS
When using the "Advanced Search" button a new window will open to populate a grid with companies that match the criteria used. By right clicking on a company in the grid you can choose to use either of the afore mentioned methods of entering a company location or customer. You can also export the data from this grid into Excel to create a call list / working list.
...
| Widget Connector | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|