Adding a new Company within contacts

From a Customer Account

• Click on the Sales menu.
• Select Customers.
• Click on the Customers tab.
• Type in the Company name in the Company box.
• Click on the correct Company.
• Click on the Contacts button to show all existing contacts.

• Click on the blue Add Company button under the Companies header.
• Complete all required/desired fields.  Click in the boxes for drop down lists.
• Click Submit.

 

From a Quote

• Click the Company + button.
• Complete all required/desired fields.  Click in the boxes for drop down lists.
• Click Submit.