Clients > Companies > Add new company

Your list of companies provides profile information for each company in your portal. To add a new company to your list of companies, go to Clients > Companies > Add new company.

Once you have created your client’s company profile, it will be available under list of Companies. You can use the search bar to quickly find a company or contact by typing in a name.

You can email contacts from the company list directly from this view by clicking their company email link.