Lesson 21 of 23 · Admin
Client Companies
Client Companies is the board of every business under Winston Butler. Each company sits in a stage: Prospect, Onboarding, Active or Closed. Its record holds business information, a financial snapshot that feeds Company Overview, Winston Plan billing, an encrypted credential vault for their logins, and an activity log for calls, email and texts.
What this tab is for
- Drag companies between Prospect, Onboarding, Active and Closed
- Add a company directly
- Keep legal name, address and incorporation details
- Update a financial snapshot of revenue, expenses and cash
- Store client passwords encrypted in the credential vault
- Call, email and text the client from their record
Option 1 of 2
Using the board
- 1
Open Client Companies
In the Admin group. Companies come from sales plans and onboarding automatically.
- 2
Add a company
Press Add company, enter its name and starting stage.
- 3
Move a company
Drag its card to a new stage as the relationship progresses.
- 4
Open a record
Click a card.
Option 2 of 2
The company record
- 1
Jump around
Use Research with Winston, Business dashboard (their hub) and Sales plan at the top.
- 2
Winston Plan billing
What this client pays Winston Butler, the subscription status, and a payment link if needed.
- 3
Business information
Legal name, address, incorporation type, state and formation date. Press Save business information.
- 4
Financial snapshot
Monthly revenue, expenses and cash on hand. Update it each time you check in; it feeds Company Overview.
- 5
Credential vault
Save a label (such as Domain registrar), username, URL and password. Values are encrypted and hidden; press the eye icon to reveal one.
- 6
Activity
Call the client with Winston's calling agent, send an email or send a text. Each needs its keys under Integrations.
Worked through every option above? Finish the lesson to tick it off.
Want more detail? Read Client Companies in the manual.