Data Entry - Do you know how to create new Companies?

Last updated by Brady Stroud [SSW] about 1 month ago.See history

Although you can create a Contact first, it's better to always create the Company first so you don't get orphan Contacts.

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Tip #1: Avoid duplicates - Make sure that there is no existing company before you make the entry.

Tip #2: Generally you should be creating these from leads, as it speeds up the process.

Sales Accounts
Figure: In MS CRM 2013, click on Sales | Accounts

NewAccount
Figure: Click New, enter the required fields, and save and close

Adam Cogan
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