Companies
Last updated
Last updated
When you create a new Company record it is really easy to also link the individual People who work there. This is helpful as you may have a Company with multiple People at various levels that you want to keep in touch with.
As an example, you approach a potential company that you would like to do business with and speak to a Marketing Assistant, who gives you the name of the Marketing Manager at the same company. You now have two people at the same company. Both people can be linked in Daylite to that company.
By creating a Company record in Daylite, you can then add each employee as a separate Contact at the company, with their own Contact information, Category, Keyword details, addresses etc.
When you select Companies under the Contacts section of the left sidebar, you will see the New Object Menu change to New Company. Click on New Company to fill out the Contact information.
Here is an example of a New Company contact card that has been fully populated. Each field has been filled out with a corresponding description so you can see why each field exists.
Company Name- Make sure to list the full legal name of the company.
Company Logo- This really helps make the company stand out in your contact list.
Keywords- A Keyword tags the company that you’d like to quickly reference when reviewing a record. A Keyword can note any term or phrase to help group records together. Keywords are also unlimited.
Category- Your company contact can only have one category at a time, and each category is colour coded. Categories may include Prospect, Client, Lead, Personal, Vendor, or anything else you need.
Industry- This field helps you stay organized if your business deals with more than one type of industry. There are 3 separate industry types: Industry, Company Type and Region.
Phone Numbers- Business numbers, mobile work numbers etc can all be recorded here.
Address- PO Box addresses, Street addresses, Registered office addresses etc.
Web Page- Does the business have a webpage? This is useful for doing research on a prospect before contacting them, and may help you keep current on anything new their business may offer.
Details- Notes about the company such as “moving offices to xxx in Sept 2023” or directions to the office.
People- This section will undoubtably be the largest one of all. Every person who works at the company should be entered in here. Each person that you enter has their own People record, which is discussed in the previous section. Click on the Company contact, select the People contact you need, click the > symbol to slide over the linked contact’s details, and all of their information will be at your fingertips before you ever call, email or meet them face to face.
Projects-You can link Projects to the Company is involved in, and assign a Role that the Company plays in the Project. That Role might be Client, Production, Agent etc.
Opportunities- Are there any open Opportunities that should be linked to this Company? Connect them here to see what you are working on within the Company.
Companies- You can link one company to another company and define a Relationship between them.
Permissions- You get to decide who has access to this information. Is it Public, Private, or maybe only Admin or HR can view this information.
Owner- The user who has created the Contact record is assigned as the default Owner. This can be edited to other members of your team if desired.
Daylite will automatically copy details such as addresses and phone numbers to new People contacts that you add when you use the … menu.
You can also use the + Add Person button when you are in the New Company record. A Company may have employees from different departments that you or your team interact with on a regular basis. Daylite can help your remember Contact details by linking People directly to Companies.
Your ability to link one piece of information to another is an incredibly powerful tool, and is one of the many ways that Daylite shines. When you link information to your Company record, such as a new File, Note or Meeting, you are adding it to the Company’s timeline history.
You can add this information by either selecting from the New Objects along the top of Daylite, or by selecting the … menu and choosing from the full list of New Objects.
You may have a need to store additional information about the Company record that is not included in the default fields. In this case you can add up to 12 Custom text fields and 4 custom Date fields. For example, you may want to include details such as a Customer number, or company’s incorporation number, the tax year end date, or Company year end date. .
