Company fields

Field	Description
Company Name	Name of the company
Type	Type of relationship to your company. For example, Prospect, Supplier, or Customer.
SLA	Service Level Agreement that the company has signed up for. For more information, see Cases. The SLA selected here will be the default SLA for any cases you create relating to the company.
Website	The company URL
Status	Current status, for example, Active or Inactive.
Segment	Industry sector, for example, Retail or Financial Services.
Employees	Number of people employed by the company.
Revenue	Company revenue. The standard drop-down values for this field are in USD ($).
Source	How contact with the company was initiated. For example, Tradeshow or Customer Referral.
Territory	Security territory of the company. For more information, see Territory management.
Account Manager	Person from your organization responsible for the relationship with this company.
Mail Restriction	A flag to allow or prevent the company being added to mailing lists.
Opt out of E-marketing Communications	Select this check box to indicate that the company does not want to receive e-marketing communications. This check box is for your information only. It does not stop Mailchimp from sending emails to the company.

Company Name

Name of the company

Type

Type of relationship to your company. For example, Prospect, Supplier, or Customer.

SLA

Service Level Agreement that the company has signed up for. For more information, see Cases.

The SLA selected here will be the default SLA for any cases you create relating to the company.

Website

The company URL

Status

Current status, for example, Active or Inactive.

Segment

Industry sector, for example, Retail or Financial Services.

Employees

Number of people employed by the company.

Revenue

Company revenue. The standard drop-down values for this field are in USD ($).

Source

How contact with the company was initiated. For example, Tradeshow or Customer Referral.

Territory

Security territory of the company. For more information, see Territory management.

Account Manager

Person from your organization responsible for the relationship with this company.

Mail Restriction

A flag to allow or prevent the company being added to mailing lists.

Opt out of E-marketing Communications

Select this check box to indicate that the company does not want to receive e-marketing communications.

This check box is for your information only. It does not stop Mailchimp from sending emails to the company.