Companies: Creating a Company

Creating a Company

  1. Navigate to Contacts > Companies 
  2. Select the Actions drop down and choose the option to Create a Company.
  3. The system will present a list of fields that require the user to populate information related to the new person. Please pay attention to required (*) fields as they must be populated prior to completing the record.
  4. When complete, select either the Add Company button or the Save and Add Another button. The Add Company button will add the company to the list of companies and take you to the Company Profile. The Save and Add Another button will save the Company Profile and take you to a new Add Company screen.


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