05th November, 2014 by Samuel Watts

How to add a new company into Envisage.

1. Click on the CRM tab on the left hand menu.

CRM System

2. This will take you through to the CRM System area.

CRM System Area

3. Click on the view companies button on the Companies & Orgs tab.

Companies And Orgs

4. This takes you through to the Manage Organisations area.

Manage Orgs

5. Click on the New company button to the left of the screen.

New Company Button

6. This opens the add new company area.

Add New Company Area

7. Fill in the company information.

Test Company

8. Once filled in click on the create button.

Create Button Company

9. The new company will now show on the Manage Organisations page.

New Company Show

About author

Samuel Watts

Sam is our resident video games expert. as well as being a dab hand (Or should that be knee) at muay thai. He is the man on the end of the phone dealing with your support requests.

We are always here to help you. Don’t hesitate to contact us anytime!

01202 555124 or hello@envisagecms.co.uk