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Creating Company Contacts |
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From the Contacts drop-down menu in the main toolbar, click
Add a New Company.
-OR-
If the My Contacts screen is already displayed, click the
Add button in the toolbar, then select A
Company at the top of the Contact Details window.
- In the Contact Details screen, complete all applicable
fields for this company.
- At the top of the window, select the appropriate Type of
Contact for this company. Note that you can select more than one
type.
- Click the Public option to make this company available to
anybody with a User Account on your site.
- At the bottom of the window is a section showing all of the contacts that
are associated with this company. Click the Add link to create a new Individual contact
assigned to this company.
- Click Save to save this Company information and return to
the My Contacts screen.