FAQ:Company Profile - Adding Creating a company

  Рет қаралды 4

popcorn - CRM & Lead Management

popcorn - CRM & Lead Management

Күн бұрын

Adding a new company profile to popcorn CRM is really simple, and can be done in two ways:
1. when inside the contact popup, simply edit the profile and retype the company name in. If the company already exists, it will appear in the list below as you type or you can click to create a new company. Once this is done, it will create the company and add that contact to the company automatically.
2. Click on the blue plus symbol at the top of the page and then click company. Enter the company name exactly as above and click add.

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