All Companies

The Company page will now include all types of companies

When creating a company, you can now select whether you want to add an Account, Lead, or Agency.

Accounts are valuable assets that represent both current and prospective customers, requiring active engagement and cultivation.

Leads are vital prospects, driving the sales funnel by expressing interest in your products and services, thereby sustaining a consistent flow of potential customers.

Agencies represent businesses, guiding advertising strategies from concept to execution.

The company page allows for precise filtering based on your specific company preferences.

Contact your Customer Success team to add company-type leads to your Company choices.