Company Master User Manual

Version: V.1.0.28
Prepared by: Issac
Date: April 28, 2025

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Table of Contents

• Introduction

• System Requirements

• Logging In

• Main Features and Functions

  • 4.1 Setting Up Company Master Data

  • 4.2 Managing Company Information

  • 4.3 Adding Address Information

  • 4.4 Updating Additional Information

  • 4.5 Managing Contact Information

• Data Visibility Rules

• Troubleshooting Common Issues

• FAQs

• Support

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1. Introduction

The Company Master module in the Zealit system allows sales personnel to create and manage company records efficiently. It centralizes company data such as business details, addresses, contacts, and categorization, ensuring streamlined customer management and easy retrieval of vital information.

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2. System Requirements

• Browser: Chrome 90+ or Firefox 85+

• User Role: Salesperson or Sales Manager Access

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3. Logging In

• Navigate to the Zealit login page.
  

• Enter your username and password.
  

• Select the module switcher and select the CRM option
  
  

• From the left ribbon, select the Company Master screen.
  
  

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4. Main Features and Functions

4.1 Setting Up Company Master Data

• Go to Company Master > Create New.

• Enter the company details:

  • Company Name: Full official name.

  • Email: Primary email ID.

  • Website: Official website URL.

• (Optional) Zealit AR Code: Match the company with an existing customer record from other modules.

• Description/Strategy: Add any specific notes, comments, or strategic information about the company.
  
  

4.2 Managing Company Information

• Navigate to Company Master Records.

• Search for existing companies using filters like company name or sales owner.

• Edit or update company details as required.
  
  

4.3 Adding Address Information

• Open the Address Information tab while creating or editing a company.

• Add complete address details:

  • Country, State, City, Zip Code, etc.
    
    

4.4 Updating Additional Information

• In the Additional Information tab, fill in:

  • Lead Source: Choose from predefined sources (e.g., Referral, Website).

  • Sales Owner: Auto-filled with the logged-in user's name.

  • Business Segment: Specify the company's business segment.

  • Customer Type: Select the type (e.g., Forwarder, Shipper).

  • Tax Code: Enter the tax identification number.

  • Tags: Tag companies (e.g., Blacklisted, Existing Customer, Lost Customer).
    
    

4.5 Managing Contact Information

• Go to the Contact Information tab.

• Add one or multiple company contacts:

  • Contact Name

  • Email

  • Designation

• Save the contact details.
  
  

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5. Data Visibility Rules

• Companies created by a user are only visible to the sales owner and their direct reporting head.

• One user cannot view or access another user's company records.

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6. Troubleshooting Common Issues

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7. FAQs

Can I edit a company record after creation?
Yes, provided you are the Sales Owner or Reporting Head of the company.

What happens if I mistype the AR Code?
Incorrect AR Codes will not link the customer record correctly. Verify before saving.

Can one company have multiple contacts?
Yes, you can add as many contact persons as needed under Contact Information.

Can other salespersons view my companies?
No, only you (Sales Owner) and your Reporting Head have access to your created companies.

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8. Support

For further assistance, contact the IT Help Desk at helpdesk@aggrandizeventure.zohodesk.in.