How to add a company manually

Whenever you get hold of a potential customer’s information – for example, when meeting a new prospect at a trade show, or when someone submits their company details in a SuperOffice web form – the next step is to register all details on the company card.

What to register

When you add a new company, the two most important fields are the customer category and the business the company is in. Both fields are mandatory.

Category: Separate contacts by assigning them a category, such as:

• Customer,
• Prospect,
• Supplier, or
• Business partner.

Business: Assign the company a line of business from a default list in SuperOffice.

Note: Want to add a line of business? Change lists of company categories and business types.

How to enter a company manually (3:20)

Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.

Other ways to add contacts:

• Import contacts and companies from Excel, Outlook, or Gmail
• Scan a business card in Pocket CRM

Looking up contacts

Need to look up a certain company or contact? 
Try the FastSearcher

Want a list of all your contacts or companies, or a certain segment, to sort any way you'd like?
Create a selection