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Add Company

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< 1 min read

Company records are useful in B2B relationships and interactions.

1. To add a Company Profile, click on the ‘Companies’ tab on the main toolbar.


2. Click on the ‘Create’ button located at the upper right corner of the screen.

3. Fill out the Company Details.

edit company

4. Associate Employees to the company by clicking on the ‘Employees’ tab.


5. Click the ‘Save Company’ button to save your data.