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Resumen de la empresa

Introducción

Los registros de empresa son más útiles para las empresas B2B que necesitan ver una visión consolidada de las personas y la actividad relacionada con una empresa. Los registros de la empresa enlazan varios registros de contactos para darle una vista instantánea de una cuenta para facilitarle la comunicación con las personas que trabajan para esa empresa. Puede agregar un nombre de empresa en cualquier registro de contacto. Si no es un negocio B2B o no sirve cuentas más grandes, es posible que no necesite crear registros de empresa. Aunque puede obtener una vista consolidada de la actividad de la cuenta a través de un registro de empresa, todas las comunicaciones activadas a través de Infusionsoft se adjuntan a los registros de contacto. Siempre se está comunicando con individuos específicos dentro de una empresa.

 El registro de la empresa, al igual que el registro de contacto, se divide en dos secciones con pestañas:

Instrucciones paso a paso

1 - La fila superior de pestañas
La fila superior de las pestañas almacena información de contacto de la empresa, resúmenes financieros, contactos, etiquetas, notas y (si procede) campos personalizados.

2 - La fila inferior de las pestañas
La fila inferior de pestañas almacena un historial consolidado de tareas, citas y notas para las personas vinculadas al registro de empresa. También muestra todas las oportunidades y pedidos conectados a estos contactos.

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