Step 2: ๐ข Adding a New Company
To ensure accuracy and reduce transcription errors, it is highly recommended to use the Prospecting Tool when entering a new company. The Prospecting window automatically pulls and populates data into the correct fields within the New Company Entry formโsaving you time and minimizing the risk of manual entry mistakes.
๐ฝ Step 1: Select the Company Type
The first step in the New Company Entry form is to choose the appropriate Company Type from the dropdown menu. This selection determines which fields are marked as required (*).
๐ Step 2: Complete Required Fields
Once the Company Type is selected:
Fill out all required fields and dropdowns
If you selected โNew Company & Contactโ, click Save
This will auto-open the Company Record and Contact Profile
From here, you can:
Set the Primary Salesperson
Update the Default Bill To (if different from the install location)
If you selected โNew Companyโ only:
Be sure to manually set the Primary Salesperson
Adjust the Default Bill To if needed
Set the company Credit status
Click Save again after making those adjustments
๐ฌ Address Accuracy Prompt
After entering the ZIP code, you may receive a message noting that the Google Maps address isn't exact.
This is informational onlyโyou can safely click โOkayโ and continue saving the record.
โ ๏ธ Important Notes
You must click โSaveโ before setting the Primary Salesperson or adjusting Credit status
If you're not ready to add a Contact or Lead just yet, you can return later.
If you're immediately starting a project, we recommend creating your Contact during the Project setup instead of from the Company screen.
๐ Learn More:
Check out the full guide: ๐ New Company Location (Customer and/or Vendor)