Contact Management - Add or Edit Company Licenses

Add Company Licenses - Data Entry Steps

1. Click 'Contact Management' icon on the left menu.
2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
3. Enter some text to filter the active companies list.
4. Click on the Company record to review their profile.
5. Scroll down to the Licenses section.
6. Click the 'Add' button to the right of the Licenses heading. This will refresh the page.
7. Enter all the required fields marked in red.
8. Click the 'Save and Close' or 'Save and New' button at the bottom.

Edit Company Licenses - Data Entry Steps

1. Same steps as 1-5 above.
2. Click the 'License Type' record within the grid. This will refresh the page.
3. Update the applicable fields.
4. Click the 'Save and Close' or 'Save and New' button at the bottom.