Creating a comprehensive company profile within OneSuite is a breeze! Here’s a breakdown of the pathway to create and add informations for you to provide:
Essential Details:
- Company Name: Enter the official name of the company you’re creating a profile for.
- Company Email: Input the primary email address used for communication with this company.
- Company Phone: Provide the phone number associated with the company’s office.
- Office Address: Fill in the physical address of the company’s headquarters or main office location.
- City, State/Province, Postal Code, Country: Specify the company’s location details, including city, state/province, postal code, and country.
Enhancing Client Profiles (Optional):
- Services and Product Offers: Provide a clear description of the services and products offered by the company. This helps you and your team understand their business model and offerings at a glance.
- Service Area Description (Optional): For companies with a specific service area, you can provide a description of the regions or locations where they operate. This can be particularly useful if the company serves a specific geographical area.
Don’t Forget to Save!
Once you’ve filled in all the relevant information, click the “Save Company Details” button. This ensures the information is securely stored within OneSuite and readily accessible for future reference and collaboration within your team.
