Clients (Companies)

The Clients page is where you manage companies and organizations. Each company can have multiple contacts (leads) and deals linked to it.

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View your clients

Go to Clients in the sidebar under Mini CRM. At the top, four stat cards show:

• Companies — Total number of companies
• Contacts — Total number of contacts across all companies
• Open Deals — Deals that are not yet won or lost
• Pipeline Value — Total value of open deals in INR

Below the stats is a searchable table of all companies.

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Add a company

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View company details

Click on any company row to open a detail panel on the right side showing:

• Contact information — Industry, size, phone, email, website, address
• Notes — Any notes you added
• Linked contacts — People at this company
• Recent activity — The last 20 activities (notes, calls, meetings, etc.)

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Assign a company to a team member

1. Click the three-dot menu on a company row
2. Click Assign
3. Select a team member from the dropdown (or choose “Unassigned”)
4. The assignment is saved immediately

This helps your team know who is responsible for managing each client relationship.

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Edit and delete

• Edit — Click the three-dot menu → Edit, update any field, then click Update
• Delete — Click the three-dot menu → Delete

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Search

Use the search bar at the top to filter companies by name, email, phone, or industry. The table updates as you type.

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Pagination

Companies are loaded 25 at a time. Use the Previous/Next buttons at the bottom to navigate.