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How to create a new company
How to create a new company

In this article, we will go over the process of creating a new company in your QuoteMachine account

Stanislava Berberova avatar
Written by Stanislava Berberova
Updated over 6 months ago

When you initially create a company in QuoteMachine, you do so by creating a new contact (which will act as the primary contact for this company).

To do this, you will navigate to contacts on the left side menu > new contact

Enter the contact’s information (again, this contact will be defaulted as the company’s primary contact, which can be changed later on if necessary)

Enter the new company’s name under the Company name field

After you’re done inputting all the contact’s information, click Save.

You will now be able to see the new company in your company listing page by going to contacts on the left side menu > companies at the top menu.

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