Selecting A Company For View
From the Manage Your Company Dashboard, you can select a company and it will take you to the company summary page.
Viewing the Company Summary
When you select a company, you will be able to interact with that company's information in many ways. First, you will see a detailed dashboard with the following information:
Company name and basic details (website, address, socials, CEO, phone, email)
Current status (Cold Prospect, Warm Prospect, or Existing Client)
Number of Telegram groups, contacts, summaries, legal documents, notes, and projects
Date of the next meeting (if scheduled)
More details depending on what you have saved.
From this dashboard, you can access various management features: Key Features within Manage Companies
Status: This button allows you to update the status of the account, from Unknown to Cold, Warm, or Client.
Edit Info: Update key details such as the company's name, address, CEO, and more.
Groups: Create or manage Telegram groups linked to the company that have AI powered tracking and notes storage features. From here, you will be able to add a new group or connect an existing group.
Contacts: Add, view, or edit contacts associated with the company. This is also where your new connections/ and user level contacts will be stored from prospecting efforts.
Projects: Oversee ongoing projects, update their status, or create new projects.
Meetings: Schedule new meetings or review upcoming ones, and store new contacts in the databses appropriately.
Pulsechecks: Access AI-powered summaries for the accounts Telegram groups.
Manage Notes: COMING SOON
Manage Legal Documents: Upload, store and later access documents in a central one-stop location
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