What a company connects
Depending on the data available, a company detail can bring together related contacts, leads, deals, activities, notes, files, quotes, invoices and support context. Lead qualification can create or connect the company context needed by the resulting deal. Support tickets also require a customer or company relationship, and a related deal must belong to that company.Avoid duplicate customer records
Before creating another company, search for the business first. Duplicate customer identities split history across records and make reporting or follow up harder to trust.Desktop and mobile
Desktop company pages use list and detail flows rather than an invented Kanban. Mobile converts rows into compact cards and opens the company detail in the mobile content layout.Manage a company
Learn how to keep the customer record useful across Lynka.