New Company Record
Anytime you are entering a new company location, contact, or vendor, you should always use "Searching for Existing Records" to ensure the company location or contact does not already exist in your database. Although e-manage is designed to keep duplication from happening, it cannot account for users entering companies using acronyms or simply supplying the wrong information. Hint: Try to refrain from using acronyms.
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The required fields are denoted with asterisks, but any information you have, that is accurate, should be entered regardless of if it is required or not. A prime example is Market Type. Your company may have chosen not to make this a required field, but it is, nevertheless, important for analyzing your business, so it should be entered whenever possible. An example of how filling in the Market Type on a new Company record is used in helpful reporting is in the e-manage Dashboard “Sales By Market”.
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All-in-One New Company and Contact Form
Another option to add a new Company record is to utilize the Quick Company / Contact forum that allows you to add a Company and Contact information all in one window. Fill in the Company Information, Contact Information and select Save.
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Additionally, you can create a Lead record all in the same window. Select the “Create a Lead” checkbox, fill in the Lead Information and Save.
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If you want to immediately convert to a Project select “Save and Start a Project”. Alternatively, you can fill in just the Company & Contact Information and “Save and Start a Project”.
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