Add a Firm Address

You can associate one or more addresses with a firm record. When there are multiple locations entered, it is necessary to identify one address as the Primary for the firm.

If a firm is added from a qualified contact, the firm's address is automatically populated from the Contacts hub.

To add a firm address:

  1. In the Navigation pane, select Hubs > Firms > Firms.
  2. Open the firm record for which you want to add an address.
  3. Complete one of the following actions:
    • On the Overview tab, click + Add Address to display a set of location fields on the Addresses grid. You can add as many locations as you need for the firm record.
    • On the Actions bar, click Edit to open the Edit Firm form. Use the location fields in the Addresses grid to add as many locations as you need for the firm record.
  4. Click Save.