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View All Companies

This is the section of the Overview dashboard where you will get an entire glimpse of all your companies stored in your entire CRM.

The View All Companies section shows the total number of companies you have in your CRM.

It also has sections inside that will show you the total number of the 6 life stages:

  • Customers
  • Leads
  • Consultants
  • Employees
  • Vendors
  • Inactive Customers

Each of these fields is clickable and they take you to the relevant section under the Companies tab, where you can further filter the companies or edit them as you like.

You can also click on the button View All Companies and this will lead you to the list of all companies you have stored in your CRM.

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