This article will show you how to add Companies and Contacts. Companies and Contacts are for whom serviced will be provided. 

Company: A Company is an entity for which work is to be performed. 

Contact: A Contact is someone at the Company who communicates with your Organization.

Creating A Company

Step 1: Click the "Companies" option on the Left Navigation Bar

Step 2: This will show a list of Companies. Click the blue "Create Company" button in the upper, right-hand corner. 

Step 3: Enter the associated information about the Company

• The following fields are required to create a Company
  • Company Name
  • Company Email
  • Company Phone
  • Company Address
  • Company City
  • Company State
  • Company Zip

Step 4: Enter the associated information about the Primary Contact for that Company

• The following fields are required to create a Contact
  • Contact First Name
  • Contact Last Name
  • Contact Email

Step 5: If there are additional Contacts that should be saved for that Company, click the Add Contact button to add more Contacts.

Step 6: Once all Contacts are added, click Create in the bottom right corner. 

Next Article: Adding Product Types