How do I add a company?

There are a number of ways you can add a company on TIEIT. To learn how, please see below.

Adding Companies From the Company Listing Page

1. Hover over the CRM icon on the left and select the Company option. Click the + Company button on the top right on the page.

2. Enter the company name and any details you would like to include. Click the save and close button.

Adding Companies From the CRM Top Menu

1. Hover over the CRM icon on the left and select any option to enter a CRM listing page.

2. On the top menu bar, hover over the Companies tab and select Add Company.

3. Enter the company name and any details you would like to include. Click the save and close button.

Added a Company from a Contact’s Detail Page

1. If you are on a contact’s details page and need to associate the contact with a company that has not been added yet, click the Details tab. In the Personal Info section, click the pencil button on the top right of that section.

2. Start typing the company name. A drop down menu will appear that will allow you to select from existing companies on TIEIT or the option to add a new company if you scroll down to the bottom of the drop down. Click + Add a New Company.

3. Enter the company name and click the add button.

4. Click the save button.