Traece™ offers an integrated Companies feature that enables you to add any organization you work with, and then associate specific Contacts to those Companies. This feature allows you to efficiently manage and keep track of important companies and relationships in Traece's built-in CRM.
Required User Level(s): Admin and Manager
Accessing Companies
On the left-hand navigation menu, click Companies
If you have already created Companies, they will appear on this page
At a glance, the Companies page in Traece™ displays six specific fields that allow for easy access to important information.
Company Name: This is the name of the Company you want to track
Company Domain Name: Use this name to keep track of the Company’s website
Phone: Easily access the Company’s phone number
State: Quickly see which State where this Company is located
City: Quickly see which City where this Company is located
Company owner: Easily tie a Contact in and identify them as the Company Owner.
Add a Company
Click Add Company in the top right corner
Enter Company Info
Company Name: This is the name of the Company you want to track
Company Domain Name: Use this name to keep track of the Company’s website
Contacts: Associate one or more Contacts with this company.
For instance, in a commercial building project, you might collaborate with both a Foreman named Mark and a Project Manager named Krishna. You can add both of them as "Contacts" in Traece™.
Enter Address Info
Address 1: The street address where this company is located
Address 2: The suite or office number where this company is located (if applicable)
City: The city where this company is located
State: The state where this company is located
Zip Code: The associated zip code for this City/State
Comments
This is an internal note that can help give context or additional information regarding this company and your business’s relationship to it.
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