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.
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.