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How to Add a New Company

  1. From the left-hand navigation menu, click on the Companies module.
  2. Click the New + button in the top-right corner.
  3. The "New Company" form will open in a pop-up window.
  4. Fill in the company's information. Fields marked with an asterisk (*) are mandatory. Key fields include:
    • Company Name
    • Account Type
    • Referred By
    • Description Updated
    • Email Address
    • Address
    • Industry
    • Status
    • Website
    • Prospect Source
    • Phone Numbers
    • Contacts
    • Annual Revenue
    • Number Of Employees
    • Assigned User
  5. To link an individual to this company, add them in the "Contacts" field (See this Article).
  6. Click Save.