What is a Company Card?
In Teamgate, Company Cards store all information related to the Company that you are, or in the process of, doing business with (see our terminology guide for more info). This includes all of the previous deals you may have done with the company, and all of the associated contacts for that company.
It is important to customize the company card so that it houses all the information that you need to to business. If you haven’t done so already, take a look at our write ups on how to customize people cards and lead cards.
We recommend that the lead card be the first card that is customized. This will help in determining what information you want to carry over when that lead is converted into a person within a deal/company. It will also help make clear what additional information you want to be stored within the people card that wasn’t necessarily relevant when they were a lead.
How to Customize the Company Card?
There are 2 main sections that you can customize within the company card:
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The left side houses the information on the company
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The right side displays other records associated with the company as well as any integration modules you may or may not have connected to your Teamgate account
Customizing the Left Side
As you may have done with the lead card, navigate to the account settings page and click on Customization. Then navigate to the Mandatory Fields and Custom Fields subsections. Use the tips on the right side of the page to guide you through set up of these pages.
Navigating to the customization settings
Make sure to select Companies in each respective screen to make sure you are editing the correct record.
Pro Tip: Much like you may have realized when customizing the lead and people cards. This process may be simple to do, but requires careful consideration about what information you need to have stored on the platform to effectively go about your business. Take time to think about this and talk with your team about what information they need as well.
Custom Field Mapping
Once you have added all of your Custom Fields within the customization screen, it’s now time to map your custom fields. Mapping tells the platform where (and whether or not) to send this information to other records associated with this company. This eliminates extra data entry and keeps information within all records in the same company consistent.
For example, when we update the business problem field in a company, we also want the same information in all of the deals associated with the company card. In the drop down, you can see all of the Multi select (the type of custom field) fields we already have created in our deal cards. All that needs to be done now is to select the corresponding field in the deal card, work thought the other rows, and click save when done.
It’s important to note that you need to have customized the company and deal cards in your platform to also have those same fields in order to map them properly. The process is exactly the same as what you have done thus far, but we still have articles on setting up your company card.
Not every field needs to be mapped, there will be information in Lead, People, Company, and Deal records that will be unique to that type of record and won’t be relevant in others.
Customizing the Right Side
This should be a simple task that only takes a few minutes if you have already taken the time to set up any necessary integrations.
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Navigate to any people card within your account
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Click the settings icon on the top right, directly below where it shows who owns this record
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You will now see a checkbox appear next to each module. Simply check the box for each module you would like to have as a part of your people cards. When you are done, scroll to the bottom and click “Save”
Pro Tip: You can also drag and drop modules so that they are in whatever order that makes sense to you, most likely in order of importance.
We recommend that you keep the Deals, Products, and Associated Contacts modules at the very least as they are used in 99% of our customer’s use cases.
