2. Adding or Editing a Company

Adding a Company 

Select the CRM tab > Navigate to Contacts > From here you can choose Companies. Click on ‘New’ in the top left-hand corner. 

 You will then be given the option of adding a New Contact or New Company

  

Select New Company and the Add a New Company form will appear for you to complete. 

NOTE: Mandatory fields are marked by a green asterisk  

Once you have completed all the relevant information, click Save. 

Editing a Company 

To edit a Company, go into the Company Record and click on the edit pencil icon next to the company name 

You will then be taken to the edit page. Once you have added/updated the required information click the Save button in the bottom right-hand corner.