Create Company & Associate Lead

Create New Company and Associate to a Lead

1. Click Lead in the navigation bar.

2. Select Lead List in the expanded menu.

3. Click the name of the lead you for which you are creating a company.

4. Click Create Company on the lead details card.

5. Type the Company Name.

6. Ensure all required fields are filled in.

7. Click Create Company and Associate to save your changes.

8. Your changes will be immediately reflected on the lead details card. 

9. You can search for your newly created company on the Contacts page.

Need Help?

If you have questions or feedback about any of these features, please contact support using the in-app chat. Thanks for reading!