Company

Here you can create new companies and associate them with your CRM contacts.

Add New Company

To create a new company inside of your CRM, you would need to use this tab. It will take you to the page where you can fill out the company information.

Adding Information of the New Company

In order to create new company inside of your system, you will need to add the necessary information about the company.

Company Search Bar

If you have a huge list of companies in the system, the search bar here will allow you to find out a specific company by entering the name in the search box.

Company Name

Here you can view all of the companies you have created in the system.

Phone

Here you can see the phone number associated with each company on the list.

Email

The email address you have saved with each company will be shown here.

Created By

Here you can find out who in your team have created each company on the list. If you have multiple users it would be helpful to know who added each entry.

Created Date

Shows the date when each entry is added into the system.

Company Actions

With this three dot menu, you can perform several actions for each company on the list. Lets cover each action.

• Edit company - This allows you to make the changes to any of the existing company on the list.

• Delete Company - Allows you to Delete one of the company from the list.