Add or Edit Company Licenses

Add Company Licenses

1. Click Contact Management icon on the left menu.
2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
3. Enter some text to filter the active companies list.
4. Click on the Company record to review their profile.
5. Scroll down to the Licenses section.
6. Click the Add button to the right of the Licenses heading. This will refresh the page.
7. Enter all the required fields marked in red.
8. Click the Save and Close or Save and New button at the bottom.

Edit Company Licenses

1. Click Contact Management icon on the left menu.
2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
3. Enter some text to filter the active companies list.
4. Click on the Company record to review their profile.
5. Scroll down to the Licenses section.
6. Select the License Type.
7. Update the applicable fields.
8. Click the Save and Close or Save and New button at the bottom.