Project start Lime CRM


Project start Lime CRM

  1. Lime CRM
  2. Project start Lime CRM
  3. Step 2. Company

Step 2. Company

On this page you can read about:

The company card is common regardless of which company it is; both customers and prospects. If you want to keep track of other types of company contacts, such as suppliers or partners, the same card is used for them as well.

Common information on the business card

General contact information

Examples: telephone, website and addresses of the company.

Administrative information

Example: Inactive and Organization number.
Inactive means that the company no longer conducts any business.

Segmentation information

Example: categorization for customer / prospectus / supplier, industry, classification A / B / C. The fields can be used for e.g. follow-up and filtering.

To prepare

A list of the fields you need on the business card