Add companies manually

Add a company record directly so you can manage company details, contacts, and bidding workflows within Contact Management.

1. Go to Contact Management.
2. On the Companies tab, select Actions > Add Manually.

   Alternatively, expand the Contact Management Insights section, then select the actions menu icon () in the Companies row and select Add Manually.

3. On the Add Company page, do the following:

   1. On the Details tab, enter the Company Name, and complete the remaining fields as needed.

      The company name must be unique. If you enter a duplicate company name, an error occurs when you save the record.

   2. Optionally, select the Primary Contact tab, and enter the primary contact's information.

      The Is Bid Contact checkbox can be used as a filter in the following cases:

      • When you add company contacts to an invitation to bid (ITB) list.
      • When you add contacts to a request for pricing (RFP) package.

   3. Optionally, select the Comments tab, and enter any additional information about the company.

   4. Select Save.

Next steps: Open the company record and select the Contacts tab to add additional contacts to the company.