How to Create a Company?

Created by Jared Developer, Modified on Mon, 4 Sep, 2023 at 8:34 AM by Jared Developer

Bitumio > Left Navigation Bar > Companies/Contacts


1. Follow the workflow mentioned above to land on the Companies/Contacts screen.


2. Click the button located at the top-right corner. Doing so takes you to the Create Company screen.




3. Here, use the Name field to enter the name of the company.



4. Enter the company's website URL in the Website field.



5. Use the Email field to provide company's official email address.



6. Enter the contact number of the company in the Phone field.



7. Use the Address Line 1 and Address Line 2 fields to record the address of the company.



8. Enter the city where the company is located in the Address City field.



9. Select the state in which the company is located using the Address State dropdown.



10. Enter the ZIP code of the area where the company is located in the Address Zip field.



11. Choose the country where the company is based using the Address Country dropdown.



12. Clicking the button opens your system storage for you to choose the logo image.



13. Moving down further is the Primary Contact (Required) heading. This section records the information of the company's primary contact.


14. Use the Title field to enter the title of the primary contact.



15. Enter the first name of the contact in the First Name field.



16. Similarly, use the Last Name field to record the last name of the contact.



17. Enter the role the primary contact has in the company in the Role field.



18. Use the Phone field to provide the contact number of the primary contact person.



19. Provide primary contact's email address in the Email field.


20. In case you want to add another contact, click the button.


21. Once the required details are filled, click the button.



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