Create a New Company

Overview

This guide shows how to add a new company record in the Concrete Vision CRM system.

Accessing the Screen

Navigate to CRM > Company Search from the main menu (Figure 1) to access the Company Search screen (Figure 2).

Figure 1

Figure 2

Adding a New Company Record

From the Company Search screen:

1. Click the Add New button at the top right of the screen (Orange box, Figure 2).
2. In the pop-up window, type the new company's name in the Company field (Figure 3). 
3. Click the Add New button in the pop-up window (Orange box, Figure 3).
4. Enter in the new company's information on the blank CRM - Company Information screen (Figure 4). Required fields have red labels (Green box, Figure 4).
5. Click the Save & Close button (Orange box, Figure 4) to save the new company information and return to the Company Search screen.

Figure 3

Figure 4