Your address book - Companies

This article will provide a brief overview of how to add new companies to your CRM & Events address book

  • Navigate to companies or contacts using the mega menu 

Your Address Book can also be reached via the Events tile on your Alkimii home page. 

  • Alkimii defaults to the list overview of all companies, with the most recently added listed first. 
  • Within this view, you can search for companies using the search bar tool or filters.
Screenshot 2023-05-08 at 12-09-49-png 

Adding a New Company 

  • In your company address book, you will see Add Company on the top right-hand side.

  • You will be prompted to fill in the below information, red fields are mandatory information. 

    • Select the Account Managers from your Team database
    • Multiple locations of interest can be added

To update your Locations of Interest, contact the Customer Success Team here 

    • You can set Parent Company to create a parent/child relationship
    • Select Added By using the drop-down menu. This feeds in from your staff database
    • Social data is not compulsory, however, if entered, it will display on the info panel on the company activity page. 
  • Save Changes to create the entry the in Company director. 

For help adding a call, prospect or appointment to a company, click HERE.