Creating New Companies
To create a new company record, follow these steps:
-
In the main tab menu or from anywhere within the application, click the Companies tab
-
Click on new company at the top right of the company list
-
Enter the company's information. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete
-
Enter any custom information related to the company. (Note: the custom bar will not appear if there are no custom fields that have been added on the company document by your SalesNOW Administrator.)
-
Click Save & Close to save this company and display this company record, or
-
Click Save & New to save this company and start entering a new company record, or
-
Click Cancel to not save this company and return to the companies list.
Note: A company record can be created directly from a contact record by pressing the green plus sign 
next to the company field on the contact record and entering the company information and clicking save and close.