Companies, are the organisations your attach your contacts. All contacts and activities related to a company will be displayed on the company card.
Companies creation possibilities
Companies can be created by different way:
- Manual creation from the user interface
- Creation by API
Add/create companies from user interface
You need to have permission to create companies. More information about user rights in this article.
- Click on Companies menu, to list all your companies.
- Click the top right Add a company button, it will open the company creation side bar.
- Fulfil the the information and click on bottom right Validate button.
During the company creation, you will have the opportunity to fulfil native and custom fields data depending on the configuration you will have done about the company page edition.
Some fields might be mandatory, you will have to add a value in this field to be able to finalise the company creation.
Add/create company from contact page
When you display a contact page, you have the ability to create a company and assign it directly to the current contact (in the case you have been creating the contact before the company).
- From contact page, go to the company section.
- Click the button Add in this section.
- The company creation side bar with all same company creation constraints.
- Fulfil the the information and click on bottom right Validate button.
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