# Companies

### Overview

Managing companies and accounts is integral to tracking CRM opportunities, which represent potential sales linked to these entities. Administrators can efficiently handle this from the Admin Portal under **Domain > Companies**, where they can add, edit, or delete company details such as name, type, website, and address.

<figure><img src="/files/LFBD1Crs9j01OgfWLn3E" alt="" width="563"><figcaption></figcaption></figure>

New companies can be added manually or imported in bulk from a CSV file, and data can be synchronized with NetSuite. Additionally, companies can be exported in **PDF** or **CSV** formats for reporting. This organized management of companies ensures a smooth process for maintaining business relationships and leveraging sales opportunities within the CRM module in the User Portal.

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### Configuring Accounts List for the CRM Module

Opportunities in the User Portal's [CRM Module](https://guides.mangoapps.com/user-guide/team-crm) are linked or associated with companies. Opportunities represent potential sales to companies that are already tracked in your domain. A company (or account) can be an entity with whom you have an existing business relationship or a business prospect.

#### Company Fields:

* **List of companies**: Displays all companies associated with opportunities on your domain.
* **Name**: The name of the company. This appears in the "Account" field for opportunities.
* **Type**: Select a type that closely describes the company: Customer, Vendor, Partner, Supplier, Community, and Others.
* **Website**: Web address of the company.
* **Address**: Office address of the company.

<figure><img src="/files/ZUkwBtTE3G8PTC8ETT76" alt="" width="563"><figcaption></figcaption></figure>

#### Actions:

* **Add Company**: Click the **Add Company** button to create a new company.
* **Import from CSV**: Bulk import companies from a .csv file.
* **Synchronize with NetSuite**: Sync companies, users, and groups from NetSuite.
* **Export PDF**: Export the list of companies as a .pdf file.
* **Export CSV**: Export the list of companies as a .csv file.
* **Edit/Delete**: Click the three dots menu to edit or delete a company.
  * Only **network admins** can edit and delete companies.
  * **Deleting a company does NOT delete its associated opportunities.**

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### Adding a New Company

Click the **Add Company** button in the top right hand corner to the page to add a new company.

<figure><img src="/files/y1PwXkNjHYpG67ShDR5d" alt="" width="563"><figcaption></figcaption></figure>

From the **New Company** pop-up, fill out the following fields:

1. Enter the required company details:
   * **Name**: The company name (used in the "Account" field for opportunities).
   * **Type**: Select the company type (Customer, Vendor, Partner, Supplier, Community, Others).
   * **Industry**: Enter the industry the company operates in.
   * **Website**: Enter the company’s website URL.
   * **Address**: Provide the office address, including:
     * Address Line 1 & Address Line 2 (if applicable)
     * City, State, Zip Code, Country
   * Additional fields: Notes, Employee Count (if applicable).
2. Click **Save** to add the company or **Save and Add Another** to continue adding more companies.

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### Importing Companies from CSV

To bulk import companies:

1. Click the **Import From CSV** button.
2. Click **Browse**, select the .csv file, and click **Open**.
3. Click **Yes, Import** after the file is successfully loaded.
4. **Network admins receive an email notification** after a successful bulk import.

{% hint style="danger" %}
All csv headers **must** match those that appear in the sample csv provided.
{% endhint %}

***

### Synchronizing Companies with NetSuite

To sync companies with NetSuite:

1. Click the **Synchronize With NetSuite** button.
2. Follow the prompts in the **Synchronize With NetSuite** pop-up.
3. Ensure NetSuite integration is enabled under [**Admin Portal > Integrations > NetSuite**](https://guides.mangoapps.com/integrations-guide/file-storage-and-sharing/integration-with-netsuite).

***

### Exporting Companies List

To export the company list, click **Export PDF** to download a `.pdf` file or **Export CSV** to download a `.csv` file.


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