How to add or update company information

How to add or update company information

How to Add a Company:

  1. Click on 'Companies' > '+'.
  2. Add in your company details in the relevant fields and save.
    Within each individual company record, you can view opportunities, add people, notes and files.
How to Update Company Information:

  1. Click on 'Companies' and click on the ID of the company to update it's information and click on the fields to update them.