Outlook CRM Background

You have two way how to create a new company:

  1. In the main menu, tap on the + sign.
  2. Add New Item


  3. Then, select New Company.
  4. Add New Company


  5. If you are in the companies list, you can tap on the + sign right away.
  6. Add New Item

In both cases, the window for creating new company will be opened. You can see default fields, but you can add other fields by tapping Add Field option.

Add Field

Fill in all values you need and tap Save in the right top corner.

Save Item

The company will be saved and you will see its detail, so you can check values or work with data like phone numbers, addresses, etc.

Item Detail

Do you have questions? Our consultants have answers.

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