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Create a New Company - Knowledgebase / CRM - ESP+

Create a New Company

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To create a new company, click on the CRM option from the main toolbar.

Click on the Create a New Company button.

The Company Name, Company Type, and Primary Contact Name are required, but the more information, the better! Fill in as much information as possible.

Watch a short video tutorial on how to create a new company!

Once you have finished creating a new customer, the record will be available to update at any time. Clicking on the company's name will open the record. There are five main sections: Details, Projects, Notes, Artwork, and Contacts.

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