Adding Companies

    

Efficiently manage all your business contacts, including clients, subcontractors, RTOs, and suppliers. Centralising company information streamlines communication and record-keeping.

This guide covers:

  • Navigating to the Companies Tab
  • Initiating a new company record
  • Filling in essential company details
  • Saving the initial record
  • Adding comprehensive address information to existing company profiles

Organise your network effectively for smoother operations.