Adding a Company / Contact

Adding a new Company & Contact Using the Prospecting Tool 

The following video goes through the process of creating a new Company and Contact record in e-manageONE and also shows how to create a lead, attach it to a Marketing Campaign and start a project. Below the video has more detailed information.

How to add a company using  the Main Tool Menu: 

If you do not have a contact name, you should select "New Company Location or Vendor". 

Click here for more detailed information.

If you have a contact name, you should select "New Customer (Company & Contact)"

How to add a company using the Prospecting Tab (this is the easiest way): 

Using the Prospecting Tab. This is the easiest and quickest way most of the time. 

Click here for more detailed information.

How to add a new location to and existing company: 

Use this if you are adding a new location for an existing company. As an example, Bank of America in LA and Bank of America in Chicago. Same company but different physical address.