Companies and contacts
Add companies and the people who work there in Salefy, then see their deals, tasks, documents and invoices together on one page.
In the sidebar, companies appear as Companies. On forms and pages they are also called accounts. Both words mean the same record.
Add a company
Go to Sales → Companies and click +.
Fill in Account name (required) and any other fields: Office phone, E-mail, Website, Account ID, Account VAT number, the billing and shipping address, Description, Annual revenue, Is member of (a parent company) and Choose industry. Assigned to is the owner and starts as you.
Click Create account.
The company page
The Overview tab shows the company's details and addresses, then these cards:
- Case study: mark a happy client as a reference.
- Activities: calls, meetings, visits, notes and emails. See Activities and tasks.
- Tasks: follow-up tasks for this company.
- Opportunities, Contacts, Contracts and Leads: records linked to the company. Each has a + button to add a new one that is already linked.
- Products: products and services this company has.
- Documents and Invoices linked to the company.
The History tab lists every change to the record. See Audit log.
Case studies
To suggest a company as a case study, click Flag as candidate on the Case study card. The card then shows a Candidate badge. To take it back, click Withdraw candidacy.
Managers and admins see Approve case study on candidates. After approval the badge reads Approved, and they can click Revoke approval to undo it.
Add a contact
Go to Sales → Contacts and click +. Or click + on the Contacts card of a company page to link the contact to that company.
Fill in Last name (required) and any other fields, such as First name, Position, Email, Personal email, Mobile phone, Office phone, Birthday - (optional) and social profiles.
Choose Assign an Account to link the contact to a company, Assigned user for the owner, and a Contact type: Customer, Partner or Vendor.
Click Create contact.
Always enter the contact's email address. Salefy uses it to link synced emails to the contact.
The contact page
The Overview tab shows the contact's details, then Activities and the contact's companies, opportunities and documents. Tasks belong to companies, so they are on the company page, not the contact page.
Edit and delete
Open the row menu (the three dots) on a record in any list to view it, edit it or delete it. Deleting hides the record. An admin can bring it back from the Audit log.
Emails on companies and contacts
When you connect a mailbox in your profile, Salefy checks each synced message. If the From, To or Cc address matches the email of a contact or a company, the message is linked to that record. Bcc addresses are ignored. See Email.
Free trial and plans
Salefy starts with a 14-day free trial of the Team plan, no card needed. See what Starter, Team and Business include and what happens after the trial.
Leads and opportunities
Track potential customers as leads, move deals across the pipeline, build quotes with line items, and get quotes approved by a manager.