Adding and Editing Company Details

Adding a New Company

  1. Create New Company: Click the ‘+ New Company’ button on the Companies dashboard.
  2. Enter Company Details: Provide details like the company name, address, contact information, and upload a company logo. Fill out other fields such as country, state/region, city, zip code, and any additional notes.
  3. Save Company Details: After filling in the details, click ‘Save Changes’ to add the company to your list.

Editing Existing Company Details

  1. Select a Company: From the Companies dashboard, click on the company you wish to edit.
  2. Update Company Details: Modify details as necessary. You can change the company logo by uploading a new image.
  3. Managing Contacts and Request Projects: View the number of contacts linked to the company and the request projects associated with it. Use the ‘Add Contact’ and ‘View Contacts’ buttons to manage contacts.
  4. Save or Delete: Click ‘Save Changes’ to update the company details or use the ‘Delete Company’ button to remove the company from your list.