Companies in Canopy can mean anything from clients companies to teams. It is a container for all projects and opportunities for a particular clientcompany.
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You will only have access to the companies section if you've been granted that role. If you have not been granted this role and you believe you need it, contact you administrator. |
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Adding a company requires filling in a simple form. There are a number of fields available, which are useful for both identifying and sharing knowledge about the clientcompany, and also for use during reporting (e.g. for filling in client company specific details in your reports). It's best to be as complete as possible, as this will help other users when using Canopy.
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