How add a new company in Prophet CRM.
There are a couple ways to add a new company into Prophet, but this video will cover the easiest way to do so from the Company Manager.
Step One: From within the Company Manager click on “New” near the top left of the window. A drop down menu will appear.
Step Two: On the drop down menu select “New Company”. A pop up window will appear.
Step Three: In the window that came up, enter in all of the companies information.
Step Four: Hit “Save and Close” to save the new company in Prophet.