To record the Activity against a Company, click the drop-down menu and search, or you use the relationship filter.

C – My Customer

S – My Supplier

P – My Prospect

A – My Associate

If the Company has not yet been created, click ‘Create New’.

To create a new Company, you must enter their name and address.

Upload the company logo and select the Relationship you have with this company, eg Customer, Supplier, Prospect or Associate.

Then scroll down to add the Main Contact details. More contacts can be added later in the Companies section.

Once you have added the Company details, you can then add the rest of the Activity details.

Next Step: Adding a Priority and Activity Type