A company's record page: its figures above the tabs (owner, employees, renewal month, payment terms), its properties at the left, and tabs for its people, its deals and its activity, which the reader can switch between.
Bring your list with you.
Each column finds its property. A row already here is left as it is, or updated.
Import companiescustomers.xlsx · 48 rows
CompanyName
WebWebsiteIdentifies the record
Account managerOwner
CityLocations
Words in your file that name no option
Key (6 rows)Segment: Key account
Matching against records you already have
14 rows already exist and will be left exactly as they are.
The import's matching step for a spreadsheet of 48 companies: each column pointed at a property, the website chosen to identify a record, one word in the file that names no option, and 14 rows found already in the organization, to be left as they are.
One person, one record.
Merge two records into one, with everything they held.
Maya Lindgren
Emailmaya@tidewell.example.com
PhoneEmpty
Job titleEmpty
4 activities
Maya Lindgren
Emailm.lindgren@tidewell.example.com
Phone+1 555 010 0142
Job titleChief Executive
2 activities
Maya Lindgren
Emailmaya@tidewell.example.com
Other emailm.lindgren@tidewell.example.com
Phone+1 555 010 0142
Job titleChief Executive
6 activities, all of them here
Two records of the same person side by side, the values that differ marked, and the one record they become, holding both emails and all their activities.
One page, laid out for everyone.
Drag the sections, hide what nobody reads, and choose the figures above the tabs.
You are changing the page of every Company in your organization. Drag sections to reorder them, and hide what nobody reads.Save layout
Above the tabs: up to 4 properties of every Company, in this order.
OwnerEmployeesRenewal monthPayment terms
SummaryHide
PipelinesHide
Order to cashHide
Data qualityHidden
A company page in layout mode, with the line that says the change reaches every company page in the organization: four sections in frames, one hidden, and the four properties chosen to stand above the tabs.
A person's data, on request.
Export a copy, record an objection, or erase them everywhere.