HowTo:Add A Company: Difference between revisions
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:::** Salesperson | :::** Salesperson | ||
::3. Click Save | ::3. Click Save | ||
Note: after saving, fields with no data may be hidden to enhance visibility of record. To see fields, click Edit. | :::Note: after saving, fields with no data may be hidden to enhance visibility of record. To see fields, click Edit. | ||
::4. Add Contacts from Company Table | ::4. Add Contacts from Company Table | ||
:::a. Click Edit on Toolbar | :::a. Click Edit on Toolbar | ||
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:::o. Click “Add New Record” if not in list | :::o. Click “Add New Record” if not in list | ||
:::p. Click Yes | :::p. Click Yes | ||
:::q.Click Save | :::q. Click Save | ||