Add company

When you are out visiting, you can register companies directly from Mobile CRM.

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Steps to register a new company

1. Go to Companies.
2. Tap + and select New Company.
3. Enter the name of the business.
4. Add other details as necessary. For example, phone number, and email address. To add a logo, tap the placeholder icon. Then tap +, select Add image from camera or Add image from gallery from the menu, and follow the instructions.
5. Tap Save.

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Update company information

Updating company information is similar to editing a contact. Simply, tap the Edit icon () in the upper-right corner.