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Managing Companies in the CRM
The "Companies" tab of Motion.io's built-in CRM allows you to create companies to which you can add clients and provides a full view of the projects and people related to a specific organization.
This article will explain how to create and manage companies in Motion.io's CRM, along with the information you can access.
How Companies Work in Motion.io's CRM
To create, view, and edit companies in the CRM, click "Clients" in your account sidebar and select the "Companies" tab.
On the "Companies" tab, you'll see a list of all the companies added to your account already. In addition to each company's name, email, and phone number, the columns on the right side of the table (explained below) provide additional information about each client.
1. Projects: The total number of clients associated with each company.
2. Primary: The primary contact at a company for work related to Motion.io projects.
3. Added: The date on which a company was created in Motion.io.
How to Add Companies to the CRM
To add a new company to the CRM, click the "Add Company" button in the upper left corner. Then, enter the company's information in the modal window. Only the "Company Name" is field required.
How to Add Clients to Companies in the CRM
When you create a new company, it will not have any clients associated with it. To add clients to a company, click on the "People" tab of the Motion.io CRM.
📣 Note: Associating a client with an existing company does not automatically add them to projects other clients in the same company have access to. To give clients access to a project, you must first invite them. Click here to learn more.
On the client you want to add to a company, click the three dots under the "Actions" column and select "Edit." In the modal, choose the company to which you want to add that client from the dropdown.
👋 Tip: When you create a new client in Motion.io's CRM, you'll also have the option to associate them with a company. Click here to learn more.
How to Edit and Remove Companies in the CRM
To edit or remove a company, click the three dots under the "Actions" column and select an option from the dropdown.
Clicking "Edit" in the dropdown will bring up the exact modal used to create companies and allow you to modify their information.
Clicking the "Remove" action will delete the company from your account. When you remove a company, Motion.io will ask if you'd like also to remove clients associated with that company. If you select "Yes," clients associated with that company will no longer appear in the "People" tab of the CRM, and they will lose access to any projects you invited them to.
