How can I add a "Company" on L365 CRM?

1. On the Hompage, go to "Companies" (click Companies tab).

 

2. On the Company page, click "+Company" button.

 

3. On the Add Company page, fill up the form with your data and click "Save".

 

 You will have to enter certain required fields when creating a company. One of these is "Campaign" so make certain you have an active campaign before entering your companies. Read more at "How do I add a Campaign?"

 

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