Create a New Company record

How to create a new company record in the CRM

Introduction

There are a number of ways to create new company records in your CRM. In this article I’ll run you through the most common ones.

How to create a new Company record

Create a New company record from any where in the CRM

1. Roll your mouse over -> Contacts -> Companies and then click the -> + to the right of the Companies menu
2. This will open up a new Company record in edit mode
3. Enter data in the required fields
4. Enter any additional data
5. Click -> Save

Create a new lead using the “Quick create” menu

1. Roll your mouse over the -> Quick Create menu, then select -> New Account
2. This will open up the “Quick Create” new Companies window
3. Enter data in the required fields
4. Enter any additional data
5. Click -> Save