Create A Company and add a Contact. : A Total Solution

Create A Company and add a Contact. Print

Created by: Jeremy Daniels

Modified on: Tue, 8 Dec, 2020 at 2:39 PM

To create a company select new then click on New Company. Add the companies name and a brief description. Do not fill in the Domains for this company. Click save and the New Company is added to the companies list.

To add a contact to the company if the person you want to be the contact for that company is in the contact list already. Go to the edit button beside the contact and under the Company type the companies name and select the name under the box. Then click save and the person will be saved as the companies contact.

If you need to create a new contact for the company select new then click on New Contact. Create the contact leave the email space blank!!! Fill in the phone number with 5555555555 and then under Company type the companies name and select the name under the box. Select save.

Jeremy is the author of this solution article.

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Create A Company and add a Contact. Print

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