This tool can be used You can utilize this tool to add a new company location such as location for a company, whether it's a customer, vendor, install location, etcor installation site. The " Prospecting " tool is designed to make entering of intended to simplify and improve the accuracy of inputting new company locations into the e-manage database easier and more accurate by using data by utilizing information from Google.
On the left side toolbar, select New → Prospect to reveal the Prospecting pop-out panel.
Type in the name of the company you are looking for in the "Search For" field. Enter the city and/or state in the "Location" field and select "Get Results."
Find the result you are looking for and click the "New Company" button.
**If nothing shows up in the Prospecting Tool, you can go to New -> Company and proceed to Step 2 in the next section. **
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You should add both If your customers have different Bill To address and your customers Install Location address addresses, it is advisable to add them as separate company locations if the addresses are different. Essentially, for every distinct address, a distinct company record should be created. In the next following step, we will walk through how to connect the two. Essentially for every different address you will have a separate company recordguide you on linking the two. |