Add company

Follow the instructions below to add a company contact:

  1. In TOTAL's Contacts PowerView, click Add Contact in the top toolbar.
  2. Select Company as the record type on the upper left and choose whether this is a Staff contact or a Customer contact. Then, mark the Contact Type(s) that apply to your contact. Options include:
  3. Click through each tab and complete the contact's details:

  4. Click Save to apply your changes and save them to your contacts database.