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Add New Company

Add a new company to your workspace.

JD Williams avatar
Written by JD Williams
Updated over a year ago

Background/Overview 

The Companies feature lets you view, edit, and add companies to your workspace. All account types can add a new company to the workspace. Once a company is added to your company's workspace, individual people can be added to that company as contacts.

Want to import contacts? Please reference Import Companies and Contacts help article

Add New Company

1. Navigate to the Contacts dropdown tab on the left navigation and click Companies 

2. Click on Add New Company, located in the top right corner

3. Enter the company's name in the search bar. If the company doesn't exist, you will be prompted to "Add New Company"

4. Enter the company's information and click on "Add New Company"

Edit Companies Details

You will only be able to edit company details for off-system companies. The companies on-system will need to update their information on their end.

  1. Navigate to the Contacts dropdown tab on the left navigation and click Companies 

  2. Click the company you wish to edit

  3. Click Edit Details in the upper right hand corner to edit company details, and click Save at the bottom to save edits.


NOTES

The notes feature allows you to add notes and tag a contact from that company

See Also


 

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