You can create records of the companies that you interact with.
To create a new company:
- Select Companies from the Navigation menu and then click on + NEW COMPANY found on the top right.
- Fill-in the details for the company. If somewhere you are unsure of what to fill-in, click on the information symbol and a help line for the particular field will pop-up. If you still have questions, feel free to request support.
- Click SAVE.
The company is now saved to Contractpedia and you can find it by going to Companies from the Navigation menu.
If you are unsure of the company type go to the article Types of companies