Create a Company

How to Add a Company

• You can now also add a company as a subscription member.
• You can also Import Companies if you have a large data set, click here for a guide: "Import Leads and Accounts"

Step1. Add a Company 

• When you start off as a new client, navigate to Contacts-Companies-Accounts

• Click on "Add Customer" or "Import"

• Or if you are already a client, you can just click on "Add"

• Provide details of your Company in the following steps:

- Note: you can select if a Company is a Lead or Account, from the "Type" drop-down menu.

• In the Finance section the Default Billing Day is mandatory, you can also add an Opening/Closing Balance Date and amount.