Once found, click on the company or added it from scratch
Then click add contact on the right-hand side
Add the additional contact and you’re good to go
below is a brief video explaining the process mentioned above.
Short explanation video, how to add additional context to a company
How to Add a Customer and Company to Selling Lane CRM
written by Jude Campbell | October 14, 2023
First step is always to search for the customer first to make sure that you already haven’t added him or her into the CRM.
After you’ve searched and found the customer, the software will automatically allow you to add first name last name, etc.
Once the basic details are in, go back in and tweak the customer, adding details like cell phones, additional email, addresses, physical addresses company, names, and titles at the company.
Once you’ve added the company, you can edit that information and add more details such as business address, business URL, etc.
below is a brief video explaining the process mentioned above.
Short explanation video, on how to add a company and customer
