In Creatio, legal entities can be:
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added manually;
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saved after lead qualification;
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imported from an Excel file;
Note
When creating a legal entity manually, Creatio will offer to select a legal entity from the list. The data enrichment function must be set up beforehand. More information about data enrichment setup is available in a separate article.
Legal entity profiles are located on the left. They contain basic information about the legal entity and its primary contact.
The action panel, which contains activities, posts, and emails, created when working with the legal entity, is located at the top of the page.
Using the action panel, you can:
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schedule a task
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– send an email. -
– create a post in the record feed. -
– make phone call notes.
Tabs, which contain legal entity fields and details, are located below the action panel.
General information about the legal entity.
| Photo | The logo of a legal entity. It is displayed on the page of the legal entity. and next to the name of the legal entity. In the section list and in the feed. Click the Click on the If you mouse over the photo area, the buttons will become visible. |
| Account name | Official name of the company. |
| Owner | Name of the Creatio user responsible for working with the legal entity. |
| Web | Company web-site. |
| Primary phone | Primary phone number for contacting this company. |
button to add a new image by using the standard file selection window. We recommend uploading a square image (aspect ratio: 1:1).
button to remove the logo.
– data enrichment button. Read more >>>
Customer profile
General information about the customer service conditions.
| Type | Type of the account depending on its role in relation to your company, such as “Customer”, “Partner” or “Insurance company”. |
| Category | Category that defines how important the legal entity is for your company. For example, “A“ – top importance, “D“ – low importance. |
| Branch | Bank’s branch where the legal entity is assigned. |
| Owner | Creatio user responsible for working with the legal entity. |
Primary contact profile
The primary contact profile is located below the legal entity profile and displays full name, job title, work and mobile phone numbers, an email address of the primary contact for the current legal entity.
The tab contains primary information on the legal entity, such as segmentation fields, communication options, connections to other contacts and legal entities, banking details.
| Alternate names | Aliases or additional names of the legal entity, such as abbreviation of the company name. |
| Non-resident | Select this checkbox if this legal entity is registered in a foreign country. |
| Blacklisted | Select this checkbox if this legal entity has been added to the bank's black list. |
| Blacklisted on | Date of adding the legal entity to the bank's black list. This field is displayed on the page after selecting the [Blacklisted] checkbox. |
| Reason for blacklisting | Circumstances surrounding the blacklisting of the legal entity. This field is displayed on the page after selecting the [Blacklisted] checkbox. |
| Company code | Unique code of legal entity It is used to distinguish companies with identical names. The legal entity code is non-editable and is populated automatically based on the specified template. Use the “Legal entity code mask” system setting to customize auto numbering for legal entities. |
Segmentation
Additional information about the legal entity.
| Business entity | Indicates whether the legal entity is private-owned, state-owned or of mixed ownership. |
| Legal entity | Type of legal entity, e.g. “Corp.”, “Inc.”, “Ltd.”. |
| No. of employees | Approximate number of employees in the company, for example “51–100” or “501–1000”. |
| Annual revenue | Possible annual revenue ranges for companies, for example, “15–20 million” or “20–30 million”. |
| Industry | Business field that the legal entity operates in, for example, “IT Company”, “Business services”, or “Manufacturing and distribution”. |
Addresses
List of all addresses of the legal entity.
| Address type | Type of legal entity address, for example, delivery, legal, actual address, etc. It is defined when a record is added. You can change it afterward. |
| Primary | Indicates the primary address. The primary address of a legal entity is displayed in the list and the record profile. By default, the [Primary] checkbox is selected for the first address added to the [Addresses] detail, but you can select this checkbox for a different address at any time. Only one address can be set as the primary address at a time (if you select the checkbox for a new address, the checkbox for the previous primary address will be cleared). |
| Address | Street, building number and other details of the company address. |
| Country State/province City | Location of the company. The [State/province] and [City] fields are connected to the [Country] field. For example, if a city is located in a certain country, then when you populate the [City] field, the [Country] field will be populated automatically. Similarly, if you populate the [State/province] field, the [Country] field will be populated automatically. When you populate the [Country] field, the [State/province] and [City] fields will show only those regions and cities that correspond to the selected country. You can associate a region with a certain country in the [States/provinces] lookup, and associate a city with a country – in the [Cities] lookup. Use the [Districts] lookup to associate a district with a country. |
| ZIP | Postal code of the company. |
Note
The list displays the primary address of a legal entity (the address for which the [Primary] checkbox is selected).
After you populate one or several addresses of the legal entity the [Show on map] section action becomes available.
Communication options
The detail contains the list legal entity’s communication options: phone numbers, email addresses, website URLs and social network profiles. The detail fields are displayed when you select the corresponding commands in the 
menu.
Types of the legal entity communication options.
| Primary phone | Phone numbers that can be used to contact the company. Communication option types are defined when a record is added (you can change them later). |
| Alternate phone | |
| Fax | |
| Web | Website and email addresses of the company. |
| | |
| | Social network profiles of the legal entity. A separate page is used to link social network accounts to legal entities. |
| | |
Note
If a legal entity has multiple web addresses, the list displays the address that was entered last.
You can use default types of communication options or add custom ones. Use the [Communication option types] lookup to add custom types of communication options.
Note
Custom communication option types fall into one of the pre-set “communication types”: Email, Phone, Skype, SMS, Social network or Web. Be sure to select one when adding a custom communication option type.
Buttons on the [Communication options] detail:
– call the company. The button is displayed on the page if at least one “Phone” communication option field is populated. Click the button to open the communication panel and dial the corresponding phone number.
Note
Phone integration is required to make calls. Read more >>>
– email the company. The button is displayed on the page if at least one “Email” communication option field is populated. Click the button to create a new email draft with the corresponding account specified in the [To] field. If you have synchronized your mail client with Creatio, the draft will be created directly in the Creatio. Otherwise, your default mail client will open.
– visit the company website. The button is displayed on the page if at least one “Web” communication option field is populated. Click this button to open the corresponding website. The website will be opened in your default browser.
– open Facebook search page for selecting the company’s Facebook accounts for adding to the list of the account’s communication options. If a Facebook account has already been added as a communication option, then clicking this button will open the Facebook page of the legal entity.
The tab also displays banking details of the legal entity.
| Legal entity | Name of the company whose banking details are given. This is a non-editable field. |
| Opportunity name | Name of the legal entity's banking information, such as “Primary bank account”. |
| Manager | Names of the chief accountant and CEO of the company. |
| Chief accountant | |
| Country | Country of the banking details for the legal entity If the selected country has a specific template for banking details in the [Countries] lookup, then this template will appear in the [Banking details] field. |
| Legal entity | Full name of the legal entity that will be used as part of payment details. |
| Banking details | Complete information on the legal entity's banking details, for example, account number, SWIFT number, ABA Code, etc. |
| Notes | Additional information about the banking details, |
Noteworthy events
List of the legal entity's noteworthy events.
| Type | Type of the noteworthy event, for example, “Company day“. Defined when a record is added. You can change it afterward. |
| Date | Date of the noteworthy event. |
The [Contacts and structure] tab
This detail displays information about the company contact persons and structure.
Organizational structure
This detail displays the company structure and divisions.
| Legal entity | Name of the company whose organization structure is established. This is a non-editable field. |
| Division | Name of the company division. If you select a value in the [Division] field, this field will be populated with the selected value. |
| Department | Name of the company department. |
| Manager | Name of the division manager. |
| Description | Additional information about the division. |
[Add root item] – adds root items, such as company departments.
[Add subordinate item] – adds a subordinate item for the selected one, for example, a unit within a department.
Legal entity’s contacts
The list of company employees. The detail displays contacts who have this company specified as the current employer on the [Job experience] detail or the contact profile.
To add a new contact to the system, use the 
button on the detail. A new contact page will open with the current accountlegal entity specified. Once the page is saved, the employment history detail will display the record about the contact's new place of work.
The [Timeline] tab contains chronologically organized entries that represent records linked to the current legal entity. Read more >>>
The types of linked records on the legal entity timeline include:
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leads
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opportunities.
Connections between the current legal entity and other legal entities and contacts.
| Legal entity | Name of the company which a relationship is established for. This is a non-editable field. |
| is a/an | Relationship type, for example, “Partner” – “Holding company”. When you select a relationship, the inverse relationship type is automatically populated in the [Inverse relationship] detail. |
| for | Name of the company or person who is connected to this legal entity. |
| Actual | The checkbox indicates whether the relationship is relevant at the present time. |
| Function | Any additional information about the entities. |
– chart showing the legal entity connections. The chart shows the “Holding company – Subordinate company” type connections of the legal entity.
Note
You can change the type of the displayed connections using the “Connection type - "Parent legal entity” system setting.
– list showing the accountlegal entity connections.
The [History] tab contains system records connected to the legal entity.
Activities
Tasks connected with this legal entity. The detail displays information from the [Activities] section. To connect an activity to the legal entity, populate the [Legal entity] field of an activity page.
Calls
The list of the subscriber's incoming and outgoing calls. This detail displays information from the [Calls] section. To connect a call to a legal entity, populate the [Legal entity] field of the call page.
You can playback a recorded call directly on the detail. Read more >>>
Emails
Emails connected to the current legal entity. To connect an email to the legal entity, populate the [Legal entity] field of an email page.
Contracts
A list of contracts concluded with the current legal entity. This detail displays information from the [Contracts] section. To connect a contract to anlegal entity populate the [Customer] on the contract page.
Opportunities
A list of opportunities, connected with the legal entity. Displays records from the [Opportunities] section. To connect an opportunity to an legal entity, populate the [Customer] field on the opportunity page.
Documents
This detail contains a list of documents connected to the selected legal entity . This detail displays information from the [Documents] section. To connect a document to the legal entity, populate the [Legal entity] field of a document page.
Invoices
A list of invoices connected to the company. Displays information from the [Invoices] section[Bank accounts] section Financial accounts are connected with legal entities by the [] field of the financial account page.
Leads
List of leads that are qualified as the selected legal entity. This detail displays information from the [Leads] section. The lead is connected to the legal entity by the [Qualified as legal entity] column of the [Leads] section.
Accounts in external banks
The list of accounts that the company opened in other banks.
| Bank | The bank in which the account was opened. You can select legal entities of the “Bank“ type. |
| Account number. | The number of the account that the company opened in a different bank. |
| Type | Account type, for example, “Card” or “Current”. |
| Update on | The date when the information about the account became known. |
| Account turnover | Known cash flow of the account. |
| Currency | The currency of the account. |
| Primary | This checkbox identifies that the account is primary. |
| Description | Additional information about the account. |
Cards
The list of the company's cards, which displays information from the [Cards] section. To connect a card to a legal entity, populate the [Customer] field of a card page.
Financial indicators
The list of financial indicators.
| Indicator type | Type of financial indicator, such as “Fixed capital” or “working capital”. |
| Value | Numeric value of the indicator. |
| Currency | The currency in which the value of financial indicator is specified. |
| Value type | Value type of the financial indicator, for example, “Actual“ or “Planned“. |
| Time period | Time interval for which the value of the financial indicator is measured. |
| Start Date | The starting date of the time period. |
| End date | The end date of the time period. |
| Time period type | Type of selected period, such as “Month”, “Quarter”, “Year”. |
The [Attachments and notes] tab
Additional information about the legal entity, as well as files and web-resources related to the legal entity. Read more >>>
Attachments
Use this detail to store files and links related to the legal entity. For example, on this detail you can add documents that reflect the legal entities relationship history, or links to the company's web resources.
Notes
The [Notes] detail is used to store additional text information about the legal entity. You can edit and organize notes on the detail. If you switch to another tab of the legal entity page, the information on the [Notes] detail will be saved.
The [Feed] tab displays the messages from the [Feed] section that are connected to the current legal entity.
See also
