Companies

Created by Binita Goswami, Modified on Thu, 6 Jun at 1:26 PM by Binita Goswami

Here is a reference video:




You have an option to add businesses you are talking to under the heading companies. On the right hand top corner you will see the “add company” tab where you can click to add a new company 



On clicking the “add company” you land on a page to fill the company details which you can fill and click on the save button to save your details. When you are trying to fill multiple companies at a time then you can click on “save & new” button, in this case the details will be saved and you will land in the same page to fill the details of the next company ensuring time saving.



When you are in the companies page where you see the list of companies, on the extreme right of each column you see an   icon. Clicking on which you get the below options:



When you click on the edit option you reach the “add company” page from where you can edit the details needed. Clicking on the “details” button will land you to the details of a particular company as shown in the screenshot below


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