Company: Edit Keywords
On the Main screen of the Company record there is a space where Keywords are located. These keywords are set by users and every user has the ability to update/edit Keywords pertaining to that particular Company record.
Key Lists and Keywords can be updated as often as required. They provide details about the Company, as specified by users.
By default, users can update Company keywords of:
- 'Type of Company', &
- 'Number of Employees'.
ROL Support encourages users to create their own company-specific Key Lists and Keywords via the Manage Keywords feature of ROL.
- Click 'Edit Keywords' button on the right-hand side
- Highlight/select the Key List to update
- Update/edit/add the keywords listed as required
- 'Save Changes' to complete.