What is it?

Companies (Clients) Section is where you enter the essential information for all your existing and potential clients. You would also include all other companies you deal with like 3rd party, subcontractors, agencies and suppliers. This includes:

Subheadings include:

Overview/Company Details:

  • Company name, Reference, Office, Our rep, Website, logo

Office address:

  • Description & address

Contacts:

  • Name, job title and contact information

Files:

  • Upload any relevant files

Why is it needed?

If you don’t add your company in the company's section then you won't be able to proceed in Proteus and create Opportunities, Proposals or Projects.

The details entered here are automatically pulled into document templates such as proposals and invoices. The information can be edited at any time, and a notification will be sent to company rep to alert of the change.

This is also a database build of all the companies and contacts you deal with so they are all stored in one place.

How do you edit?

Add companies

  • Find ‘Companies’ on the Left hand side menu.
  • When you click ‘Companies’ it will take you to the below screen where you can add, edit, clone and delete Companies.

Create A New Company

  • Click the ‘Create Company’ button.
  • Complete each field by typing in the text boxes. Please ensure all fields are filled.
  • Select your office and rep by selecting an option from the drop down menu.
  • Select Company Status and Company Type from tick box menu.
  • Attach Company Logos and Company Organograms.
  • Click ‘Create Company’.

Add Company address

  • Select ‘Office Address’ from the top menu bar.
  • Select ‘Create Office’.
  • Complete each field by typing in the text boxes. Please ensure all fields are filled.
  • Select Country from the drop down menu.
  • Click ‘Create Office’.

Add Contacts

  • Select ‘Contacts’ from the top menu bar.
  • Select ‘Create Contact’.
  • Complete each field by typing in the text boxes. Please ensure all fields are filled.
  • Select your country code by selecting an option from the drop down menu.
  • Click ‘Create Contact’.

Edit, Clone and Delete

  • Click the 3 dots for edit, clone and delete options.

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