Add Company

Companies ››
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Add Company

Proceed as follows to add a new company to the database.

  1. Click the Companies Quick Access button on the Dashboard Action Bar, or select select CRM > Companies from the Main Menu..
  2. On the Add Companies screen, click New on the Action Bar. The following screen is displayed.

  1. Add as many details as you have available about the company.
  2. 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.