Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Before entering any new company, you should search e-manage to make sure it doesn't exist. e-manage has a robust duplicate checking strategy, but there are always exceptions, such as users entering company names by Acronym. Therefore, e-manage gives you many ways to search including: location name, address, phone number, etc. See the Search e-manage section for further instruction on how to search for existing records.

Once it is determined that a new company location is required, it is always easiest to use the e-manage prospecting functionality that searches Google for the address, phone, web address, etc. and allows you to enter the new company location with the bare minimum of typing (see "Prospecting ").Creating Company Locations in e-manage is fast and easy but busy, on the go, salespeople might prefer to use the Web Portal on their mobile device to enter company information without being in front of a computer. The e-manageONE Portal also has the Prospecting Tool that works just like the Windows softwareyou have completed your Search for existing records to ensure the record is not already in your database you can proceed to enter the New Location. Please see the next few sections on how to properly enter a New Location.