Add company

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:

   Client Lawyer

   Lender Owner

   Agent Other

3. Click through each tab and complete the contact's details:

   

   • In the Details tab fill out any relevant company details.

   • In the Individuals tab, any individual contacts that have been associated with this company are displayed. Click Add to manually add an individual contact that is tied to this company. If you've already created individual contact records, be sure to associate the individual contact through the Work tab of their contact details to avoid creating duplicate contacts.

   • In the Notes tab enter any notes you'd like to keep about this company into the provided box.

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