Start in Companies on the main navigation menu. ย
Change Active to Inactive Companies.
Next, choose the Company you wish to claim and pursue.
Click the word Claim on the right side.
Confirm that you wish to Claim this Company and pursue business with them.
Once confirmed, the Company appears in your Active Companies list:
Go get them! Add an event, like a call or a meeting to your claimed company and pursue the business like a hunter!
If you have any questions about how to CLAIM a company or how Companies become Inactive (answer: no activity for six months), please contact your CRM Admin or help @firstfreight.com
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