Adding a New Company
- Create New Company: Click the ‘+ New Company’ button on the Companies dashboard.
- 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.
- Save Company Details: After filling in the details, click ‘Save Changes’ to add the company to your list.
Editing Existing Company Details
- Select a Company: From the Companies dashboard, click on the company you wish to edit.
- Update Company Details: Modify details as necessary. You can change the company logo by uploading a new image.
- 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.
- Save or Delete: Click ‘Save Changes’ to update the company details or use the ‘Delete Company’ button to remove the company from your list.