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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