In order for a member to create companies in the Pipeline area of Ruddr, the members security role must include the Administer all companies and opportunities permission in Security Roles. To create a company, access the Companies list by clicking on Pipeline in the nav bar and then selecting the Companies sub-menu option (Figure 1).
Figure 1 - Select Companies to View the Companies List
At the top of the list screen, there is + button (Figure 2). Click on this button to create a company. This will prompt you (Figure 3) to enter initial data with which to create the company.
Figure 2 - Click this + Button at the Top of the Companies List Screen to Create a New Company
Figure 3 - Complete the Information on this Form to Create a New Company
After completing the form, click the Save button to create the company. You will then be taken to the company dashboard, where you can edit the company and view all activities related to the company.
Company Dashboard
The company dashboard (Figure 4) presents information about the company as well as related pipeline activity. The company dashboard also includes any related opportunities, contacts, or files.
Figure 4 - View Related Activity Information and Company Detail Information on the Company Dashboard
Editing a Company
Once a company has been created, you can edit the company by clicking the edit pencil icon at the top right of the company dashboard (Figure 4). This will open the Edit Company drawer (Figure 5), where you can provide the following information about the company.
- Name - The name of the company.
- Client - The associated Ruddr client.
- Relationship Owner - The workspace member who is responsible for the company relationship.
- Industry - The company's industry.
- Company Type - The type of company.
- Company Spend Tier - Spend tiers are used to categorize companies based on their annual spend.
- Description- Any information about the company that would be helpful for those viewing the company in Ruddr.
- Annual Revenue - The annual revenue number associated with company.
- Currency - The primary currency in which the company operates.
- Time Zone - The time zone in which the company is located.
- Ownership Class - Whether the company is Public, Private, Subsidiary, or Other.
- Number of Employees - The size of the company in terms of employees.
- Year Founded - The year the company was established.
- Ticker Symbol - If the company is publicly traded, the stock ticker symbol.
- SIC Code - Standard Industrial Classification (SIC) codes are 4-digit numerical codes that identify the primary business of a company.
- Phone Number - The primary phone number for the company.
- Billing Address - The billing address for the company.
- Shipping Address - This shipping address for the company.
- Facebook URL - The URL of the company's Facebook profile.
- Twitter URL - The URL of the company's X / Twitter profile.
- LinkedIn URL - The URL of the company's LinkedIn profile.
- Website URL - The URL you wish to associate with the contact. This could be a URL to their LinkedIn profile, to their company's website, etc.
Figure 5 - Edit Company Information via the Edit Company Drawer
Click on Save & Close at the bottom of the drawer to save the changes that you have made to the company.