How to add a company manually

In this article

    The best way to stay in control of potential customers or other contacts is to register their details in SuperOffice CRM.

    Whenever you get hold of a potential customer’s information – for example, when meeting a new prospect at a trade show, or when someone submits their company details in a SuperOffice web form – the next step is to register all details on the company card.

    What to register

    When you add a new company, the two most important fields are the customer category and the business the company is in. Both fields are mandatory.

    Add the details of a company manually

    Category: Separate contacts by assigning them a category, such as:

    • Customer,
    • Prospect,
    • Supplier, or
    • Business partner.

    Business: Assign the company a line of business from a default list in SuperOffice.

    Note: Want to add a line of business? Change lists of company categories and business types.

    How to enter a company manually (3:20)

    Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.

    Other ways to add contacts:

    Looking up contacts

    Need to look up a certain company or contact? 
    Try the FastSearcher

    Want a list of all your contacts or companies, or a certain segment, to sort any way you'd like?
    Create a selection