A company is an entity that a person or a contact works for. A company can have many contacts.
Add a company
- Click on Companies and Press the +
- Start adding your contact's details The account manager defaults to the person who is signed in. Drop down selections are available for Type and Industry (i). The drop down selections can be added to , if you have the relevant permission. The first name and last name in the contact information are mandatory fields(ii)
- When you are happy, select SAVE
Edit a company
- Click on company, select the company you want to edit.
- Click on edit and make your changes and save.
Delete a company
- Click on company, select the company you want to delete.
- Click on delete. You will need to confirm the delete.