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CRM Sales Workflow: Companies

Quick explanation of how to add a Company (and a Contact) in First Freight CRM

Todd Collins avatar
Written by Todd Collins
Updated over a week ago

Adding Companies you wish to pursue is STEP ONE in the CRM Sales Workflow.

Start by going to Companies on the main navigation menu on the left side.

Click +Company button in the upper right corner to Add a New Company into CRM.

When the Add New Company screen appears, enter the Company name, address etc.

With the dropdown, indicate the "Company Type"; Shipper, Consignee, Carrier, etc.

When all Company data has been entered, click the blue Save button.

Congrats - you added a new Company!

Be sure to add at least one CONTACT to your Company before moving on to...

STEP TWO in the CRM Sales Workflow:  add a deal with one or more "lanes".

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