Add or edit the company license information

Open the company record

1. Go to Contact Management.
2. Select the Companies tab.
3. Optionally, use the Search field to filter the list.
4. Select the company name to open the Company Profile page.

Add company license information

1. In the Licenses section, select Add.
2. Enter the License Type, License Location, and License #.
3. Optionally, select the License Date and Expire Date.
4. Optionally, select Choose File and upload the license file from your local drive.
5. Select Save & Close.

Edit company license information

1. In the Licenses section, select the license type from the list.
2. Update the fields as needed.
3. Select Save & Close.