ConnectWise Manage: How to create a Company
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To begin working with a company as a lead the company needs to be added to Manage the database.
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First, Navigate to the Companies module
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Select the Companies screen
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Select the new item (+) icon
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Fill in the required fields
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Enter the new companies name into the company field
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Enter companies address
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In Company Details Select the type
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Set the appropriate territory
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Associate the company with a market
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Indicate the Primary Contact
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Finally, save the record.
*NOTE* While it is not required, it is very important to se a primary contact for a company to ensure that you will always have a line of contact.