How to add a Company:
- Go to ‘Contacts’ page
- Click on ‘Add’ icon
- Select ‘Company'
- You can click ‘Finish Now’ to save or move to ‘Next’ tab to fill in more details.
In Basic details tab, enter information such as Company name,select Contact type (Staff, Client or Contractor), Company code, phone and address etc.
Once Company has been added, you may proceed to add an individual contact and assign to a company in ProWorkflow.
Click here on how to Add an individual contact in your account.