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CRM: Create new company

< Manuali VOIspeed

In the Contacts tab you can search / view / create Contacts and Companies.

Two types of search are available: automatic search and advanced search.

The first searches for the text by typing in the box between the information of the personal data (Name, Surname).

CRM Contatti

Figure: Contacts

The second exposes a series of person and company filters.

CRM: Ricerca Automatica

Figure: Advanced Search

To create a new company, press the “New company” button, you are then asked to fill in the fields (the company name is mandatory).

The new company will then be displayed in the form of a card.

Figure: Company creation