Company Profiles

v7.4 - Last Mod.: 11/28/2013
Manage your companies and calculate sales opportunities.
Note: To work here please log in as "Portal Master" or "Account Manager."

1. Company profile

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Marketing & CRM > Companies.
  3. With the help of the filter functions choose the desired company, q.v. 1. Overview.
  4. Click the name of the company.
  5. Click the Actions button to get into the editing mode or to leave a business card.

1.1 Overview

Here you will find the general information of the company. The standard view contains following areas:
  • Contact persons The employees with the role Contact person are shown.
  • In the area Notes you see existing notes. To add a new one:
     
    • Enter text in the text field
    • Select from the selection box the note type
    • If required activate the checkbox Create action. Choose from the first selection box the recipient of the action, enter the action in the text field behind, e.g. call and select the date
    • Click the button Save.
  • News Company news are displayed.
  • Contents This widget is a link to company contents (see alsoCompany Profile > Contents).
  • Master data This widget is a link to company master data (see also Company Profile > Data > Master Data).
  • Billing data This widget is a link to company billing data (see also Company Profile > Data > Billing Data)
  • Groups This widget is a link to the network Groups applicaion.
  • Additional information Company additional details are displayed.
The widgtes in this tab can be customized under Tools & Administration > Design & Layout > Canvas Pages > Account profile.

1.2 Contacts

Here you can find all employees of the company, check visitors and business cards. If available, VPM Messages and VPM Users can be found here as well.
  • Employees All employees of the company are listed here.
    If you want to edit some employee details:
    • Select the employee
    • Click on the Action button and choose what you would like to do:
      • Remove from account The user will not be assigned to this company any more.
      • Edit user details.
      • Edit employee status.
      • Send contact request.
    If you want to add a new employee:
    • Click on the Add
    • In the field User enter the 3 first letters of the user last name, and select the user from the list.
  • Businesscard Here you can see all company business cards listed:
    • Name shows the name of the business card sender.
    • Comment shows the comment left by the business card sender
    • Under Actions you can delete the business card.
  • Visitors All users who visied the company profile are listed. If you want to leave a note for some visitor, please click on Action > Add note.
  • VPM Messages All received VPM messages are listed. If you want to add one, type it in and send.
  • VPM Users All current visitors of the company profile are shown.
The widgtes in this tab can be customized under Tools & Administration > Design & Layout > Canvas Pages > Relation.

1.3 Contents

Here you can edit company contents. Following types are listed by default:
Products, Infomaterial, References, Partner, Locations, Exhibitions, Contact, News.
If you want to add some content:
  • Click on Add.
  • Under Page select the type of the detail.
  • Enter a Title of the detail.
  • Edit the Content area.
  • Attach a file if required.
  • Click the button Save when ready.
If you want to edit some content:
  • Select the item you want to edit
  • Click on Action > Edit
The types listed in this canvas page can be customized under Marketing & CRM > Companies > Settings > Company details - Activity / Translations.

Widget Ustream Object
  • Add Here you can add your Ustream account.
Widget Groups
  • Here you find the network groups that have been assigned to the company.

1.4 Categories

Here you will find all company categories listed.
The design of this area and the category lists can be edited under Tools & Administration > Categories > Templates > Template to categorize companies.

1.5 Data

Here you will find the company address and configuration settings. All entries can de edited directly in the widget. Just click on Save when ready.
  • Tab Master data
    • Address data Here you can see the company address and the company description.
    • Configuration Here you can configure invoice and payment settings for the company:
      • Currency Select the currency for the company invoices.
      • Internal Select the company type: is it your internal company or your client.
      • Invoice schedule Choose a schedule for company invoices.
      • Invoice terms Enter company invoice terms.
      • Language Choose the company language.
      • Bypass automated payment Mark this option, if you want the payment process to be performed automatically.
      • Tax Mark this option, if you want to activate taxes for this company.
      • Priority Choose a priority for the company.
    • Register Here you can define the company registration settings:
      • Show in directory Choose Yes if you want the company to be shown in the company list.
      • Assigned contacts Choose a limit of assigned contacts.
      • Limit Company details Choose Yes if you want to limit the number of company details.
      • Make profile visitors visible Choose Yes if you want company profile visitors to be displayed.
      • Show logo on lists Choose Yes if you want the company logo to be displayed in the company list.
      • Show company in extended company search results Choose Yes if you want the company to be shown in advanced search results.
      • Only users with these email address suffixes may register If registered employees should have a certain email address suffix, please enter it here.
      • Only users from this country may register If registered employees should come from a certain country, please select it here.
  • Tab Billing data
    • Billing address Here you can find the company billing address.
    • Payment information Here you can find company payment data.
    • Shipping address Here you can find the company shipping address.
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1.6 Media Pool

Here you can find the company´s media pool.
  • Add files
    • Here you can add files from your computer or, if configured, add Google Docs.
  • Actions Edit
    • Here you can edit the currently selected object.
    Files
    • Here you can view files that have been assigned to the currently selected folder.
    Preview
    • Here you can preview the contents of the folder and choose between different layouts.
    Statistic
    • Here you can find the statistic for the currently selected folder.
    Delete
    • Here you can delete the currently selected folder.
    Add Subfolder
    • Here you add a subfolder for the currently selected folder.
    Add folder
    • Here you add folder to the company´s media pool.
  • Folders
    • Here you can see the folders of the company´s media pool.
    • You can add, rename, delete, cut and insert folders and subfolders in the mouse over edit.
  • Files
    • Here you can see the the files assigned to the currently selected folder.
    • You can filter the files by type and keywords, choose display from different view modes and carry out mass operations to move or delete files.
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1.7 Trade Show

Here you can find an overview over currently assigned trade shows, webcasts and booths, if available.
Booths can be added, edited and viewed.

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1.8 Add

  1. On the navigation on the left, click Companies > Overview > Add.
  2. Enter all important data in the fields.
  3. Click the button Save when ready.
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1.9 Delete

There are two ways to delete a company:
  1. Individually
    • Under Portal manager > Marketing & CRM > Companies select a company you want to delete
    • Click the Actions button and select Delete.
  2. Via mass operation
    • Under Portal manager > Marketing & CRM > Companies mark the checkboxes of companies you want to delete
    • Under Mass operation select Delete and click on Submit.
    • Confirm the deletion
    • .
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