Adding Companies

Use the following instructions to add clients, vendors, and prospective client companies to your database.

Company Records are commonly used to:

  • Store valuable information
  • Easily access their website and social media
  • Research the company using Google and Social Media Search Tools
  • View and add its employees
  • View and document calls, emails and follow-ups
  • Add and monitor job orders received
  • Track candidates submitted and ultimately placed

How to Add a Company Record

  1. Click Company on your Main Toolbar to open the Company Menu
  2. Click the Add action icon on the right side of your screen
  3. Enter the Company Details and click Save (the dialog box will close once the company is added to the database)