Creating New Companies

To create a new company record, follow these steps:

1. In the main tab menu highlight the Companies tab and click the trackball

2. Click the menu button and select New Company

3. Enter the company's information. Keep in mind that the Company Name is a mandatory field. Scroll the trackball to the next field that you would like to complete (See Creating Records)

4. Enter any custom information related to the company. (Note: the custom fields will not appear if there are no custom fields that have been added on the company 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 record, click Escape to choose one of three options:

1. Save to save this new company record

2. Discard to not save this new company record

3. Cancel to continue working on this new company record

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, pressing the Escape key and clicking Save. See Creating New Contacts.

See Also:

Creating Records

Creating Contacts from BlackBerry Addresses

Importing Contacts/Companies

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records