Contact Management - Add Companies Manually
- Click 'Contact Management' icon on the left menu.
- Navigate to the blue 'Actions' button on the far right for Active Companies.
- Click the drop-down and select 'Add Manually'.
- In the data entry form, enter the Company Name which is the only required field.
Note: Duplicate Company Names are not allowed and will generate an error when saving. - Optional Primary Contact fields: (Additional contacts can be added after saving.)
- First Name
- Last Name
- Title
- Mobile
- Email Address
- Is Bid Contact (This can be used as a filter when adding company contacts to an Invitation To Bid list or RFP Package.)
- Optional Company fields: (This will be used as the default billing and shipping Address.)
- Business Address, City, State, Zip Code, Country
- Business Phone
- Business Fax
- Click the blue 'Save and Close' or 'Save and New' button at the bottom.
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