Summary View

Summary View

Use company objects to store information about companies.

The Summary View of a company includes a tool bar with shortcut commands: such as,

• - opens company context menu (also available, for example, when right-clicking in the company pane). This command is only available in Vine Windows client.

• Edit - opens the company edit form (also available, for example, when double-clicking in the company pane).

• Add Employee – creates a new person who will be automatically connected as an employee to the company.

For general information about object summary views please refer to the Summary View Overview chapter.

Company

Shows basic information about the company:

Primary Connections

Shows connected accounts, parent company and important contacts:

Decision-Makers

Lists company employees. Click Show More… to open all persons in a table view.

Sales Overview

Publishes company indicators and sales activity. Hover over a star in Sales Activity to see its meaning.

Sales Cases

Lists active sales cases and their phases. Click Show More… to open all sales cases in a table view.

Profiles

Lists profile folders the company is included into:

Recent and Future Events

Lists a few most recent past events, as well as the nearest future ones, connected to the  company:

Other Connections

Lists connections, grouped by connection type, not available in other panes: