1. Adding a company

1. Go to companies + click “Add”
2. When adding a company, a unique name is required. If the new name matches exiting companies, a warning will appear to help prevent duplication.
3. Complete all required fields and any optional fields. 
4. Assign the record owner (optional).
5. Click ”Save”

Once saved, you can add a new company contact / arrange tasks with the company / upload a document or add the company to a campaign as an inquiry, investor or project.