Proceed as follows to add a new company to the database.
- Click the Companies Quick Access button on the Dashboard Action Bar, or select select CRM > Companies from the Main Menu..
- On the Add Companies screen, click New on the Action Bar. The following screen is displayed.
- Add as many details as you have available about the company.
- In the Categories field, select a category to which you wish to add the company. This should be a group to which you can target a call or email campaign. See Marketing > Contact Categories for information on how to create new categories.
You can associate contacts with companies on the Add Contact screen.