Companies can be created from the CRM section of Cynergy. Creating companies is a fast and easy process.
From the menu bar click the Create drop down menu. Now browse down to the CRM option. When CRM is highlighted, a pop-out menu is displayed to the right.
Select Company from the pop-out menu by clicking on it.
This displays the Create New Company page. The new company creation page consists of several sections using which you can enter comprehensive information about the new company being created.
The first section is the basic information section where you can enter the information about the company like company name, website, company phone, support level, payment method etc.
The second section is the address information where you can enter the company's addresses.
The third section displays the custom sections defined for the company as tabs. Click on a tab to add the information for that section.
You can also upload any company related files using the File Attachments box provided in this section at the bottom of the page to the right.
Once you fill the information about the company, click the Save button to save the new company to the system. The company will be saved and the company information page will be displayed with the company details.