AuctionGate | Logistic CRM system - How to create a company?

To create a company, click on the "Add company" button (Figure 1, Pointer 1). 

Figure 1 - "Company" website page

After that the "Service companies" window will open, which represents 2 blocks with information.

  - Block “Company information”. This block displays information with general information about the company (Figure 2, Pointer 1):

• “Company name” - type in the company name;

• “Responsible” - from the drop-down list that opens when you press the  button, select the employee to be assigned to the client;

• “Company type” - select the company type from the drop-down list that opens when you click on the  button;

• “Website” - enter the web address of the company;

• “Phone number” - provide the company's phone number;

• “Email” - provide the company's e-mail address;

Note: The Company name and Company type fields are mandatory.

To add an additional field, click the "Add custom field" button (Figure 2, pointer 3). This will create a new field where you can enter the required data. If you want to delete this field, click .

 Figure 2 - "Service companies" window

- Block “Company address”. This block displays information about the company's location (Figure 2, Pointer 2):

• “Company Address 1” - enter the company's primary address;

• “Company Address 2” - provide an additional address (if necessary);

• “Country” - specify the country where the company is located;

• “City” - enter the city where the company is located;

• “State” - specify the state;

• “Zip code” - enter your zip code.

To save the data, click on the "Save" button, if canceled, click on the "Close" button.