- Go to the "Companies" tab at the top of the screen
- Click on [Create Company] button, located to the right of the search options
- It will take you to a new screen. Here, type in all the relevant information and click [Create].
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⚠️ Type in the company information only. You will later add the contact information, such as the name, email and mobile, after creating the company. For more information on creating a contact, click here Create a Contact
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- The system will automatically take you to the Company Details page. To learn more about this page, click here Edit Company Details