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.