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Add a company

Updated on 20 Dec 2021

All information related to a company – be it your customer, partner or supplier – is stored on the Company card/screen in SuperOffice CRM. This card provides you with an instant snapshot of the company in one screen. This how-to guide will show you how to add a company.

How to add a company

Click on the +New button and choose Company to add a new company
Click on the +New button and choose Company to add a new company

Note: Do you want to import multiple companies in one goGo to Import companies and contacts to SuperOffice CRM in Settings and maintenance.

Tip: Did you know that you can see all your companies in one place? Simply click on the Selections icon in the navigator panel and select “Company: All” from the drop-down list. 

 

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