How to Add a Company

  Back to Support Page Watch A Quick How-To Video Step 1 To add a new company: From your dashboard, you can click on “Companies” in the boxes across the top, or “Companies” in the left-hand menu. Step 2 From the Companies page, simply click on the “+” sign. Step 3 Enter the company name…

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How to Add a Contact

Watch A Quick How-To Video Step 1 From your dashboard, you can click on “Companies” in the boxes across the top, or “Companies” in the left-hand menu. Step 2 From the Companies page, simply click on the company you need to edit. Step 3 From the Company Detail page, click on the “+” in the…

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How to Edit a Contact’s Status

Back to Support Page Watch A Quick How-To Video   Step 1 From your dashboard, you can click on “Companies” in the boxes across the top, or “Companies” in the left-hand menu. Step 2 From the Companies page, simply click on the company you need to edit. Step 3 From the Company Detail page, click…

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How to Edit a Company Status

Back to Support Page Watch A Quick How-To Video   Step 1 From your dashboard, you can click on “Companies” in the boxes across the top, or “Companies” in the left-hand menu. Step 2 From the Companies page, simply click on the company you need to edit. Step 3 From the Company Detail page, click…

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