¶ 🏢 Companies Management
Welcome to the Companies Management module of SysRI CRM. This comprehensive guide will help you navigate and utilize the full potential of our company management system.
Companies Overview
¶ 🧭 Quick Navigation
- 📊 Dashboard Overview Understanding key metrics and layout
- 📋 Company List Viewing and managing your companies
- 🏭 Industries Categorizing companies by sector
- 📏 Company Size Classifying companies by employee count
- 📈 Company Status Tracking company activity
- 🔍 Filtering and Searching Finding specific companies
- ⚡ Bulk Actions Performing actions on multiple companies
- 💾 Data Management Importing, exporting, and maintaining data integrity
¶ 📊 Dashboard Overview
The Companies Management dashboard provides a comprehensive view of your company database at a glance.
¶ 📈 Key Metrics
| Metric | Description |
|---|---|
| 🔢 Total Companies | The total number of companies in your database (currently 12) |
| 🏃♂️ Active Companies | Companies currently marked as active (currently 0) |
| 💼 Companies with Deals | Companies associated with ongoing deals (currently 10) |
| ➕ New Companies | Companies added in the last 30 days (currently 12) |
¶ 📋 Company List
The main section of this page displays a detailed list of your companies. Key features include:
- 🔧 Customizable columns (Company Name, Website, Phone, Mobile, Address, Created_at, Updated_at, Industry)
- 🔄 Sortable columns for easy organization
- 📄 Pagination with adjustable page size
¶ 🏢 Company Details
Each company entry includes:
- 🏷️ Company Name
- 🌐 Website
- ☎️ Phone number
- 📱 Mobile number
- 📍 Address
- 📅 Creation date
- 🔄 Last updated date
- 🏭 Industry
¶ 🏭 Industries
Companies are categorized into different industries:
- 💻 Software (1 company)
- 📱 Social Media (2 companies)
- 🎵 Music Streaming (1 company)
- ❓ Not specified (2 companies)
¶ 📏 Company Size
Companies are classified by their size:
- 🏠 Small (<50 employees): 0 companies
- 🏢 Medium (50-249 employees): 0 companies
- 🏙️ Large (250-999 employees): 0 companies
- 🌆 Enterprise (1000+ employees): 10 companies
¶ 📈 Company Status
The dashboard tracks company status:
- ❓ Unknown: 12 companies
¶ 🔍 Filtering and Searching
¶ 🔎 Search Functionality
- 🔍 Search companies by name, website, or other fields
¶ 👁️ View Filters
- 📊 All Companies
- 🏃♂️ Active Companies
- 💼 Companies with Deals
- ➕ New Companies
¶ ⚡ Bulk Actions
Perform actions on multiple companies simultaneously:
- 📧 Send bulk emails
- 🏷️ Update company status
- 🗑️ Delete multiple companies
¶ 💾 Data Management
- 📥 Import companies from CSV or Excel files
- 📤 Export company data for reporting or backup
- 🧹 Data cleanup and deduplication tools
Note: This wiki page is regularly updated to reflect the latest features and improvements in the Companies Management module. For any questions or support, please contact our customer service team.!