Company Details

This displays:

  • Company Name, Address & Contact details
  • The Industry, Languages, Skills and Education they typically specialise in.
  • Status
  • Web, Email & Social Media details (e.g. Twitter, Facebook, LinkedIn)
  • Source, and Size of Company

To Edit this information, start typing or select from the drop down menus, then click Save once finished.

Consultants

Here you can assign or remove Consultants to the Company you are viewing:

  • Click the checkbox next to the Consultant name to select/deselect them

Click Save once you’ve assigned the required Consultants to the Company

Checklist

Here you can check off as important steps are completed in relation to the Company:

  • Click the checkbox next to the item you wish to mark as complete

Click Save once you’ve selected the completed items

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