Adding a new company

1. Click New | New Company.

2. Type the first few letters of the company name, and click Enter Company Details. The system searches for possible duplicate company names.

   For more information on deduplication, please refer to Preventing duplicate entries. If no potential duplicate company is found, the New Company page is displayed.

3. Fill in the details for the new Company record.
   Your system administrator determines the minimum amount of details you must enter. You can use the following fields:

   • Company fields
   • Address fields
   • Phone and email fields
   • Person fields
   • Person phone details fields
   • Person email fields
   • Adding a company with multiple sites
4. Click Save. You may need to scroll back to the top of the page to do this.