Create a New Company

To create a new company, first navigate to the Company Search screen by clicking the Company Search link under the CRM tab in the main menu (see Figure 1 below).

Figure 1

Once on the company search screen click the "Add New" button at the top right of the screen (see Figure 2), then click "Add New" again on the modal screen that appears (see Figure 3).

Figure 2

Figure 3

After clicking "Add New" on the modal you should end up on the Company Information screen (see Figure 4). Here you must enter all required information (required fields are denoted by a RED label seen in Figure 4) before saving or leaving the page or you will lose all entered in data. You may also enter in any non required information at this point as well or at any time by navigating back to the company search screen.

Figure 4

Help with Company Information Screen

If you have any questions about how to use this or any other screen check for a support document by clicking the “Help” menu on the top right of the screen then selecting “Online Documentation” (seen in Figure 5).

Figure 5