Working with ZiveFirmy Module¶
Automatic Data Fetching¶
The module works automatically on the Lead entity.
- Create or edit a Lead record.
- Fill in the Company ID (SIC Code / IČO).
- You can use the autocomplete in the "Company Name" field (if the ARES module is active in the system), which fills the ID automatically.
- Once the ID is filled, the system contacts ZivéFirmy.cz in the background.
- Historical data is loaded into the Employee Count and Turnover fields.
Displayed Data¶
- Employee Count: History of employee count over time.
- Turnover: History of the company's annual turnover.
Data is read-only and serves for quick evaluation of the creditworthiness and size of a potential customer.