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Create new company

Find out how to add new company and additional details to Teamgate CRM.

Andrew Martin avatar
Written by Andrew Martin
Updated over 6 years ago

You won’t believe it, but it is very easy!

The "New" button is always found on the top left. In other modules, it is in the same place to make it easier to navigate.

After you click "New", simply enter the company name. The system will first search for any identical records to the new entry, and then it will save. This is done to prevent duplicate entries. If there is no company with the exact name in your database, simply click "Create New Company" and it will be saved in your records!

Next, enter any additional details about the company. From our experience, we have found that filling out all of the information will take approximately 30 seconds. You will simply need a little practice and the skills will develop.

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