New Company

When creating a new company, a blank form is displayed so you can complete the company information.

Accessing the New Company Form

You can open the form from:

• The New button in the Companies List
• The company creation action inside the Companies module

Required and Optional Fields

Basic information

• Name (required)

Additional information

• Legal name
• Industry
• Tax identifier
• Website
• Address
• Phone
• Custom fields

Save and Next Actions

After creating a company, you can:

• Open the full company view
• Continue editing company information
• Associate contacts to the new company