Creating New Companies

To create a new company record, follow these steps:

  1. Tap Companies on the tab bar.
  2. Tap the MENU button followed by Add New to create a new company record.
  3. Enter the company information. (Note: the company name is a mandatory field).
  4. Enter any custom information related to the case. (Note: the custom fields will not appear if there are no custom fields that have been added on the case document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
  5. Once you have completed entering all of the data into the company record, tap Save to save this new company record.

Note: A company record can be created directly from a contact record by tapping the company field and pressing the plus sign image\ebx_-580437850.gif and entering the company information, pressing the Escape key and tapping Save. See Creating New Contacts.

See Also:

Creating Records

Importing Contacts/Companies

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records