Companies
Managing companies/accounts for opportunities
Last updated
MangoApps Administrators Guide
Managing companies/accounts for opportunities
Last updated
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.
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.
Opportunities in the User Portal's CRM Module 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.
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.
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.
Click the Add Company button in the top right hand corner to the page to add a new company.
From the New Company pop-up, fill out the following fields:
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).
Click Save to add the company or Save and Add Another to continue adding more companies.
To bulk import companies:
Click the Import From CSV button.
Click Browse, select the .csv file, and click Open.
Click Yes, Import after the file is successfully loaded.
Network admins receive an email notification after a successful bulk import.
All csv headers must match those that appear in the sample csv provided.
To sync companies with NetSuite:
Click the Synchronize With NetSuite button.
Follow the prompts in the Synchronize With NetSuite pop-up.
Ensure NetSuite integration is enabled under Admin Portal > Integrations > NetSuite.
To export the company list, click Export PDF to download a .pdf file or Export CSV to download a .csv file.
