Companies/Clients

How to Archive an Existing Company? ConvertLead > Left-Hand Menu > Companies - Follow the above-mentioned workflow to land on the Companies tab. - For a company you want to delete, click the icon from that company’s row. Figure 51 Three-Dot Icon - From the couple of options revealed, click Archive. Figure 52 Archive - This opens a confirmation popup asking you to confirm that you want to move the selected compan...

How to Edit an Existing Company? ConvertLead > Left-Hand Menu > Companies - Follow the above-mentioned workflow to land on the Companies tab. - For a company you want to edit, click the icon from that company’s row. - Doing so reveals a couple of options. Figure 47 Three-Dot Icon - From these options, click Edit. Figure 48 Edit - This opens the Edit Company window. Here, all the details you added ...

How to Create a Company? ConvertLead > Left Hand Menu > Companies - Follow the above-mentioned workflow to land on the Companies tab. - To create a new company, click the button located at the top-right corner. Figure 36 Create Button - This opens the Create Company window. - Here, fields marked with a red asterisk are mandatory to fill. - Enter the name of the company in the Company Name field. ...

What does the Companies Tab Include? ConvertLead > Left Hand Menu > Companies - Follow the above-mentioned workflow to land on the Companies tab. - Here, the information of all the created companies is listed. Information for each company is tabulated via a number columns that include Logo, Name, Campaign, Leads, Agents, Response Time, and Actions. Figure 30 Companies - You can search for a specific company by using the Search bar loc...

How to Access the Companies Tab? - Upon successful login, you land on the Campaigns tab. - Navigate to the left-hand menu. - From this menu, click the button. This takes you to the Companies tab. Figure 29 Companies Tab - Here, all the companies are listed. Note: This is only displayed if you are using an agency account as you have access to multiple companies.