4.1 Overview
The Company module within Crowdsource Creators CRM is a powerful tool for tracking and managing information about mining companies. In this section, we’ll explore the “Registered Mining Companies” table and delve into the details section that provides a comprehensive view of each company’s profile.4.2 Mining Companies
The “Registered Mining Companies” table serves as a centralized hub for key information about mining companies. The table includes the following columns:- Registered On: Indicates the date when the mining company registered in the CRM system, providing a timeline of their engagement.
- Company Name: Displays the name of the mining company, making it easy to identify and distinguish between different entities.
- Owner: Provides information about the owner of the company. Clicking on the owner’s name opens a modal with a detailed profile, offering insights into the owner’s background, contact information, and other relevant details.
- Status: Indicates whether the company is in a pending or verified state. For first-time users, the “Update Companies” button functions as the verification button, confirming the company’s details.
- Size of Area (Hectares): Specifies the size of the mining area in hectares, allowing for a quick assessment of the company’s operational scale.
- Region: Identifies the geographical region where the mining company is located.
- Mineral Deposits: Provides information about the types of minerals present in the company’s mining area.
- Investment Options: Highlights the investment opportunities available with the company.
- ID: A unique identifier for each company in the CRM system.
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Filter Button: Click on the “Filter” button to access advanced filtering options. Filter customers based on user type, engagement status, or registered date range, providing a targeted and refined overview.
4.3 Company Details
Upon clicking on a specific company in the table, a detailed “Company Details” section appears on the right-hand side, offering a comprehensive view of the selected company’s profile. This section includes:- Name: Displays the full name of the company.
- Size (Hectares): Specifies the size of the mining area in hectares.
- Province: Identifies the specific province where the mining company operates.
- Region: Provides additional information about the geographical region of the company.
- Mineral Deposits: Details the types of minerals present in the mining area.
- Investment Options: Highlights the investment opportunities available with the company.
- ID: A unique identifier for the selected company.
- Update Companies Button: Functions as the verification button for first-time users. Clicking this button allows administrators to review and update the company’s details, transitioning the status from pending to verified.