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Article

Create New Company Record (Lightning)

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SummaryCreate a new company record to start tracking activities and data related to that company.
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Steps to create a new company record

  1. Click on the Companies tab.
  2. On the right side of the screen, click New.

An example of steps 1 and 2: 

Then enter Company information

  1. Enter as much information as you have. Company Name is the only required field.
  2. Once all information is filled out, click Save at the bottom of the popup window.

An example of steps 3 and 4: 

Up Next:

System Admins click here: Adding a New User (Lightning)

Not a System Admin?  Proceed to Pipeline Overview: Pipeline Overview (Lightning) 

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