Creating a Company

How to Create a Company to Manage Multiple Properties

Updated: August 23, 2024

Create a New Company

1. Navigate to Contacts in the menu pane.
   
2. Look for the Company tab at the top of the Contacts page.
3. Click on + New Company to create a new company.
4. Type in the Company Name.
   • This can be the owner's name or the name under which the properties are registered (e.g., LLC).
5. Provide the necessary details for the company.
   • These may include address, contact information, and any other relevant information.
6. Click on  + Add Company to save the newly created company.

Modify Company Details/ Add Contacts to Company

1. After saving, you will see a full list of companies you have created.
2. Choose the specific company you want to work with by clicking on it.
3. Within the selected company, you can make changes to the company details.
4. Edit and update any necessary information such as address or contact details. Click Save to complete any changes.
5. While in the company details section, you can view the contacts associated with that company by clicking on the Contacts tab.
6. To add a contact to the company, click on Add Contacts. Search for the contact in the bar and check the box next to their name.  Click Apply to finalize changes.
7. To delete contacts from the company, click on the red trash can next to their name. Click Yes to confirm the change.