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Updating Companies 🔄

Introduction​

Maintaining accurate company information is crucial for effective business operations. This guide walks you through the various options available for updating company information and ensuring data accuracy.

Company Details 📝​

Core Information​

Access the company edit form through the "Edit Company Details" option in the More menu or by clicking the edit icon in the company profile. The form includes several key sections:

Essential Details​

  • Company Name* (Required)
  • Company Registration Number
  • Company Status* (Required)
  • Company Type* (Required)

Contact Information​

  • Email Address
  • Phone Number
  • Website URL
  • LinkedIn Page

Address Details​

  • Address Line 1: Primary address line
  • Address Line 2: Additional address details
  • Town/City: Location
  • County: Regional information
  • Postcode: Postal code
  • Country: Country selection

Company Tags 🏷️​

Tag Management​

Apply relevant tags to categorise companies effectively.

Tags help filter and organise companies while enabling targeted communication and service delivery.

File Management 📁​

Google Drive Integration​

Set up and manage company documentation through Google Drive:

  1. Click "Link Google Drive Folder" in the Files tab
  2. Enter the Google Drive Folder ID
  3. Click "Set Google Drive Folder" to confirm

Once linked, all documents uploaded to the company profile will be stored in the designated Google Drive folder, and vice versa.

Contact Management 👥​

Managing Contacts​

Through the Contacts tab, you can:

  • Add new contacts
  • Navigate to contact profiles

To add contacts that already existing in the system, navigate to the specific contact profile and link them to the company.

Actions Management ✅​

Company Actions​

The Actions tab helps track and manage company-related tasks:

Track actions including:

  • Follow-up calls
  • Document updates
  • Client meetings
  • Review dates
  • General tasks

Best Practices 💡​

Data Quality​

Regular Reviews​

Establish a routine for data verification:

  1. Review company details quarterly
  2. Verify contact information
  3. Update document access
  4. Check action status
  5. Validate site information

Information Standards​

Maintain consistency through:

  • Standard naming conventions
  • Complete address formatting
  • Regular contact updates
  • Proper documentation
  • Clear action descriptions
Remember

Regular updates and maintenance of company information ensures effective communication, accurate reporting, and efficient service delivery. Take time to verify all changes and maintain data quality standards.

Return to Companies Overview → Learn About Managing Contacts →

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