Help Center Main > How to Articles > How to Videos > Submit a Request > Schedule Appointment > Peter's Blog


Follow

Contacts - Adding a Company

Add Company
In addition to adding individual people as contacts, you also have the option to add companies to your contacts list.

  • Click on “Contacts.”
  • Locate and click on the “Add Company” button, located in the upper right area of the screen.
  • On the page that follows, fill out the information about the company as completely and accurately as possible.
  •  Keep in mind:

              o   You will not be able to send email messages to the company unless they have an accurate and
                   current email address on file.
              o   You will not be able to send physical mail to the company unless you have their full name and
                   full and accurate mailing address listed.
              o   While it is important to get the information as complete and accurate as possible, you will have
                   the option to add or edit information at a later time.

  • Once the information has been entered, you can click on the “Save” button. You will then have an opportunity to add a logo for the company in the upper left section of the contact information.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request