Company Settings give you the tools to configure exactly how company-level information is managed and organized within Smackdab. These settings are key to ensuring every company profile is accurate, beautifully structured, and seamlessly connected to its related deals and contacts.
This makes it incredibly easy for your team to find information in a snap, create insightful reports, and work more efficiently with every business account you manage.
Tags: Tags are customizable labels you can apply to company records to help categorize, group, or filter them based on specific characteristics.
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Common Use Cases:
Categorize by industry (e.g., Real Estate, Healthcare)
Indicate relationship type (e.g., Lead, Partner, Vendor)
Flag status (e.g., High Priority, Do Not Contact)
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Benefits:
Enables quick segmentation
Makes searching and filtering easier
Allows flexible organization without creating extra custom fields
Parent Company: This setting lets you associate a company with its parent organization, creating a hierarchical link between the two.
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Common Use Cases:
Connect branch offices or subsidiaries to the main corporation
Visualize corporate structure and relationships
Consolidate activities and deals under the parent entity
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Benefits:
Better insight into business relationships and company networks
Simplifies tracking and reporting across related entities