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