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To add a client company, open Accounts and choose Add account. Search for the company in the New account dialog and add what you know.

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What this gets you

  • Your whole team works from one record per client.
  • Contacts, jobs, notes, agreements, and activity all sit together.

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Steps

  1. Open Accounts in the sidebar and choose Add account.
  2. Search for the company, then add its details: industry, size, locations, contact details, and web pages.
  3. Add a note and attachments, such as agreements or contracts.
  4. Save the account.
  5. On the account page, link the contacts you work with and mark the right ones as Contact Persons.
  6. Use Create job on the account to open a role for the client.

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Ideas to get more from it

  • Mark the right people as Contact Persons, so their activity shows in the account timeline.
  • Create the first job from the account, and record the deal payout to see its potential earnings.