How to Create Companies Manually

Create new companies with few clicks

How to Start Using eWay-CRM » Companies » How to Create Companies Manually

You may want to create a company manually during a phone call or during a meeting with a client. Here’s how:

  1. Click New on the eWay-CRM ribbon and select Company.

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  2. Specify details (Company Name, Address, contact information, etc.) and click Save.

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To create a contact for this company, use the button Add New > Contact.

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If the required contact already exists in eWay-CRM, click Link to Existing > Contact.

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Note that emails, journals, tasks, etc. that are linked to contacts within a company, will be automatically linked to a company itself as well. So if you want to find all comunication with a company, you can find it on the Company Card.

Do you have questions? Our consultants have answers.

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