Data Entry - Do you know how to create new Companies?

Updated by Brady Stroud [SSW] 1 year ago. See history

123
<introEmbed body={<> Although you can create a Contact first, it's better to always create the Company first so you don't get orphan Contacts. \*\* \*\* **Tip #1:** Avoid duplicates - Make sure that there is no existing company before you make the entry. **Tip #2:** Generally you should be [creating these from leads](/data-entry-do-you-know-the-quick-way-to-create-a-contact-account-and-opportunity-in-1-go), as it speeds up the process. </>} />
Image

✅ Figure: In MS CRM 2013, click on Sales | Accounts

Image

✅ Figure: Click New, enter the required fields, and save and close

Acknowledgements

Adam Cogan
Related rules

Need help?

SSW Consulting has over 30 years of experience developing awesome software solutions.

We open source.Loving SSW Rules? Star us on GitHub. Star