Create a Contact Company

Once you identify key companies you like to be in business with, you can start recording their initial details in the Contact Companies workspace. Use these steps to add a new contact company.

To create a contact company:

1. Under the CRM menu group, go to Contact Companies.
2. Click +New Contact Company.
3. In the New Contact Company dialog box that displays:
   1. Enter a contact company name.
   2. Enter the complete address, including the zip code, postal district, and country.
   3. Enter a phone number.
   4. Enter an email address.
   5. Select a sales person.
   6. Select a company.
4. Click Create.
   Maconomy automatically navigates to the contact company you just created.