Overview
This guide explains how to create and manage Company records within the Contacts module, helping users maintain accurate company information, streamline contact management, and keep important company-related notes organized in one place.
Prerequisites
To add a new company, you must first navigate to the Contacts module, and Add New Contact with a domain that is not associated with an existing company in your company list.
Process
Adding a New Company by Adding a New Contact
Navigate to the Contacts module.
Click Add New Contact.
Enter the user's Email Address, First Name, and Last Name for the company you are adding.
Once added, you will be prompted to provide the following information:
Company
What does the company do? (Choose the appropriate workspace according to the company's function.)
Click Save User.
The company created while entering the contact is now available in the Companies tab of the Contacts module.
Editing Companies Details
You can only edit the details of off-system companies. For on-system companies, any updates to company information must be made by the company through its own account.
Navigate to the Contacts dropdown tab on the left navigation and click Companies.
Click the company you wish to edit.
Click Edit Details in the upper right-hand corner to edit company details, and click Save at the bottom to save edits.
A green banner confirms the changes are saved successfully.
Adding Notes to a Company
The notes feature allows you to add notes and tag a contact from that company.
By managing company records through the Contacts module, you can create new company entries, maintain accurate information for off-system companies, and keep relevant notes associated with each company for better organization and collaboration.