Add a company to the CRM
Keep suppliers, labs or partners as companies, with their phone and website.
Open CRM › Companies to see the businesses you work with. Click Company at the top, type the name, phone, domain and website, then press Create.
In this video
Step by step
- 1
Companies are the businesses you work with: suppliers, labs or partners. Open Companies.
- 2
Each card shows the company, its website, and its phone number.
- 3
The icons next to the number call it, text it, or copy it. A click on the number itself calls it straight away.
- 4
To add one, click Company.
- 5
Type its name.
- 6
Add its phone number.
- 7
The domain and the website are optional.
- 8
Create would add it to your companies. Here we press Cancel.
A click on a company's number calls it at once; the icons next to it call, text or copy it.
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