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Create a Company Record

Tags: Company
 


To Create a Company Record

  1. Go to CRM > Companies in the master nav.
     
  2. Select Add a Company from the company menu.


     
  3. Enter the Company Information.
     
  4. Click on the Save and Add a Contact to this Company button. Note: You must link at least one person to the company.
     
  5. Enter the contact information.
     
  6. Click the Save & View button of your choice, or click on Save and Add a Contact to this Company button to enter another contact.

To Create a Company from an Existing Contact Record

  1. Open the contact record
     
  2. Click on the contact actions drop-down and select Add a Company for this Contact.


     
  3. Add to or edit the information in the company record.
     
  4. Click the Save button to save the new company record.
     
  5. (Optional) Click on the Contacts tab in the top row to link more people to this company.