Create a Company Record
Steps to create a new company record
- Click on the Companies tab.
- On the right side of the screen, click New.
An example of steps 1 and 2:
Then enter Company information
- Enter as much information as you have. Company Name is the only required field.
- Once all information is filled out, click Save at the bottom of the popup window.
An example of steps 3 and 4: