ADD A NEW COMPANY AND CONTACT - WorkWise Software · ADD A NEW COMPANY AND CONTACT 3 7. The...
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ADD A NEW COMPANY AND CONTACT 1 1. Left Click New. 2. Left Click Company 3. Enter Company Information.
Transcript of ADD A NEW COMPANY AND CONTACT - WorkWise Software · ADD A NEW COMPANY AND CONTACT 3 7. The...
![Page 1: ADD A NEW COMPANY AND CONTACT - WorkWise Software · ADD A NEW COMPANY AND CONTACT 3 7. The remaining address information will auto-populate for you. ... Company Information N ame](https://reader033.fdocuments.in/reader033/viewer/2022060304/5f092e3e7e708231d4259c74/html5/thumbnails/1.jpg)
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1. Left Click New.
2. Left Click Company
3. Enter Company Information.
![Page 2: ADD A NEW COMPANY AND CONTACT - WorkWise Software · ADD A NEW COMPANY AND CONTACT 3 7. The remaining address information will auto-populate for you. ... Company Information N ame](https://reader033.fdocuments.in/reader033/viewer/2022060304/5f092e3e7e708231d4259c74/html5/thumbnails/2.jpg)
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4. Left Click to Search for the Zip Code.
5. Click to choose the zip code you want to use.
6. Click the Check icon to select it.
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7. The remaining address information will auto-populate for you. Click to save the Company record.
8. Search for the Company you want to link to your Contact.
9. Select the company.
![Page 4: ADD A NEW COMPANY AND CONTACT - WorkWise Software · ADD A NEW COMPANY AND CONTACT 3 7. The remaining address information will auto-populate for you. ... Company Information N ame](https://reader033.fdocuments.in/reader033/viewer/2022060304/5f092e3e7e708231d4259c74/html5/thumbnails/4.jpg)
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10. Click to open the record.
11. Click to add a new Contact.
12. Enter the Contact information.
![Page 5: ADD A NEW COMPANY AND CONTACT - WorkWise Software · ADD A NEW COMPANY AND CONTACT 3 7. The remaining address information will auto-populate for you. ... Company Information N ame](https://reader033.fdocuments.in/reader033/viewer/2022060304/5f092e3e7e708231d4259c74/html5/thumbnails/5.jpg)
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13. Click to save the Contact.
14. Your new Contact is now added to the Company record.