Companies in the Go App

Owned by stephan
Last updated: Sept 15, 2023 by Stephanie Pepper (e-manage|ONE)
2 min read

This section will walk you through efficiently handling company records within the e-manage|ONE Go App. Discover how to access and interact with essential company information and utilize key functionalities.

Companies encompass a compilation of company records, streamlining your record management process.

  • Selecting a Company: Click on a company's name within the list to view its details.

  • Filtering by Company Type: Access the three-bar icon to filter company records by type.

  • Efficient Searching: Use the search function to quickly find specific company records.

 

 

Discover the comprehensive functionality available within each company record:

  • Viewing Information: Select a company from the list to access its record and view associated Projects, Documents, Contacts, and Notes.

  • Communication: Effortlessly place calls or send text messages directly from the company record.

  • Navigation: Utilize the "Maps" feature to get directions and navigate to the company's location.

  • Favorite Companies: Mark a company as a favorite by selecting the star icon in the top right corner.

  • Create a New Contact: Create a new contact from within a Company Record in which you can convert to a new Sales Lead directly from the mobile app. See here for more information on Sales Leads in the Go app!