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:
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Under the CRM menu section, go to
Contact Companies.
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Click
+ New Contact Company.
The New Contact Company wizard displays.
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Enter a contact company name.
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Enter the complete address, including the zip code, postal district, and country.
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Enter a phone number.
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Enter an email address.
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Select a sales person.
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Select a company.
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Click
Create.
Maconomy automatically navigates to the contact company you just created.