How can I visualize the data of a company?
Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
To access a company's data, first display the Clients and choose the Companies to access the list.
Select the company you want to see, and click on it.
Clicking on it will open the company data sheet.
You can edit or reassign it.
You can view the Follow-ups* registered and the executive who carried them out:
You can view the Contacts* that belong to the same company
You can view the Opportunities active
You can view the Sales* closed:
You can view the Invoices* made.