Viewing Companies

The list of companies related to people in Playbooks can be viewed from within the app, following the directions below. While viewing a company, all people related to that company are also displayed. With having a Company you will be able to prospect across an entire organization to be more effective and target plays accordingly.

To view companies, follow these steps:

  1. Click on the InsideSales.com logo
  2. Click Companies

Creating New Companies

When importing a lead or contact from the CRM, a corresponding company is automatically created in Playbooks. Users can also manually create companies.

To manually create a company, follow these steps:

  1. Click on the InsideSales.com logo
  2. Click Companies
  3. Click the green plus circle
  4. Enter the company information, press Save

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