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. In 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. Enter the company name in the Company field.

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

4. Enter information in the remaining fields as needed.

   In the Primary Contact section, 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.
5. Select Save & Close.

You can add additional contacts after you save the record.