Please find attached below the topics discussed on this page:

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What is the Companies section about?

In the Companies section, users can create new companies to be used when creating new CRM branches on the Branches & Permissions>Branches.

Where the Companies section is located?

1. Log into CRM and go to the left-side menu

2. Scroll down and click on Branches & Permissions

3. And then on Companies.

How to create a new Company

1. Click on the + Create New button

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2. Fill in the New Company tab

3. Hit the Save button

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4. Once created, the company will be listed on the Companymain page
   

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How to edit a Company

1. Click on the Edit button

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2. Update the details and click on the Save button

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How to delete a Company

1. Click on the Delete button

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2. Confirm the actions and the address will be removed.