Laster......
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User guide
- Get started
- Company & contact
- Diary & appointments
- Documents
- Find & selection
- Project
- Dashboard
- Chat
- App Store
- Service & requests
- Sales
- Marketing
Laster......
-
Meny
-
User guide
- Get started
- Company & contact
- Diary & appointments
- Documents
- Find & selection
- Project
- Dashboard
- Chat
- App Store
- Service & requests
- Sales
- Marketing
-
User guide
Add a company
Oppdatert på 20. des 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
Note: Do you want to import multiple companies in one go? Go 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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