Accessing the Companies Dashboard

  1. Navigate to Companies: Click on the ‘Companies’ tab in your Gatheroo dashboard.
  2. Understanding the Dashboard Layout: The dashboard displays company names, addresses, city, state, contacts, requests, and status, with a capability to see whether a company is ‘Active’ or ‘Archived’.

Using the Dashboard

  1. Searching for Companies: Use the search bar to find companies by name.
  2. Filtering Companies: Use the tabs to view companies based on their status—’All’, ‘Active’, and ‘Archived’.
  3. Viewing Detailed Company Information: Click on a company name to view detailed information, including contacts linked and request projects associated with the company.