The MBR CRM Companies plugin provides a solution for customers who prefer doing business with companies as opposed to individuals. This plugin is used to store information about these companies.
You can download and install the MBR CRMCompanies plugin from our official website and install that directly onto your website.
The Companies plugin creates a new tab under MBR CRM. From this tab, you can create new companies and add contacts inside of them.
This section also provides the functionality to edit details about companies such as the name, address, URL and custom notes. The edit page also displays the associated contacts.
MBR CRM also lets you Sync companies from contact data. To sync companies, you need to go to MBRCRM >Tools>Companies and click on the Sync Companies button to sync existing company details with the contact.
You can add a contact in the companies by using three different methods.
- By selecting companies in the contact area.
- By adding the company name in the contact company detail.
- From the company edit page using the contact dropdown.