Add company

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Version: 11.1
• 1 minute to read
 • 1 minute to read

When you are out visiting, you can register companies directly from Mobile CRM.

Steps to register a new company

  1. Go to Companies.

  2. Tap + and select New Company.

  3. Enter the name of the business.

  4. Add other details as necessary. For example, phone number, and email address.

    To add a logo, tap the placeholder icon. Then tap +, select Add image from camera or Add image from gallery from the menu, and follow the instructions.

  5. Tap Save.

Update company information

Updating company information is similar to editing a contact. Simply, tap the Edit icon () in the upper-right corner.

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