To add a company to your Opportunity, click the drop-down menu and search, or you can 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.

Choose the Relationship you have with this company eg ‘Customer’ or ‘Prospect’.

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 Opportunity details.

Next Step: Adding a Priority and Opportunity Value