Companies

Companies

Companies panel contains information about companies and internal departments.

To access the list view within this section, click on the "Organization" tab in the left menu and then choose the list labeled 'companies.'

How to create a new company

You can create a new contact in two ways:

  1. By clicking on ‘Organisations’ and then clicking on the green plus icon next to Companies.

  2. Inside the full contact list view click on the little green plus icon on the top left

 

Option 1
Option 2

In both scenarios, you'll need to input essential information about the company. After entering all the required details and clicking 'submit,' the new company will be successfully created.