How do I add a Company?

Track information about companies that are your prospects, customers, former customers, etc. Assign an owner and/or sales rep, and track your contacts at the company. At minimum, you will want to add your prospective companies to use Basic CRM.

1. Navigate to the Contacts dashboard in your account.
   
   
2. Click "Companies" from the left navigation.
   
   
3. Click "Add Company" button, top-right of page.
   
   
4. Enter information for prospective company. Company name is the only required field however we recommend using the additional CRM fields for company type and deal owner.
   
   
   
5. Click "Save" to save the new company record.

Notes

1. Associate existing contacts to a Company record by clicking "Contacts" button in the activity section.
2. View deals associated with company by clicking "Deals" from the left menu.
3. View or add notes associated with company by clicking "Notes" from the left menu.
4. At this time an import is not available for companies.