You can create a company directly from the Companies page or the Map.
Go to the Companies page or the Map
Open the Companies tab or the Map view.
Click the "➕" button
In the top right corner of the page, click ➕ to open the creation pop-up.
Fill in the required information
Fill in the mandatory fields marked with an *, as well as any additional fields.Save
Click Create to create the company.
FAQ
1. Which fields are required to create a company?
For manual creation, the name, owner and status are required.
2. Can I edit companies after creating them?
Yes, you can open each company's record to update its information at any time.
3. How do additional fields affect companies?
Additional fields let you add information specific to your companies. They must be set up before being used in an import or a manual creation.