Please find attached below the topics discussed on this page:

What is the Companies section about?

In the Companies section, users can create new companies to be used when setting up 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

   

2. Fill in the New Company tab

3. Hit the Save button

   

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

   

How to edit a Company

1. Click on the Edit button

   

2. Update the details and click on the Save button

   

How to delete a Company

1. Click on the Delete button

   

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