Table of Contents:
To Create a Company Record
- Go to CRM > Companies in the master nav.
- Select Add a Company from the company menu.
- Enter the Company Information.
- Click on the Save and Add a Contact to this Company button. Note: You must link at least one person to the company.
- Enter the contact information.
- 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
- Open the contact record
- Click on the contact actions drop-down and select Add a Company for this Contact.
- Add to or edit the information in the company record.
- Click the Save button to save the new company record.
- (Optional) Click on the Contacts tab in the top row to link more people to this company.