How to: Create Contact Companies
You can create a contact card for each new company you interact with, for example, a customer, vendor, prospective customer, bank, law firm, consultant, and so on.
Before creating a contact, you may want to check the settings in the Marketing Setup window.
To create a contact card for a company
In the Search box, enter Contacts, and then choose the related link.
On the Home tab, in the New group, choose New.
In the No. field, enter a number for the contact.
Alternatively, if you have set up a number series for contacts in the Marketing Setup window, you can press the Enter key to select the next available contact number.
In the Type field, select Company.
Fill in the other fields on the contact card.
See Also
Tasks
How to: Create Contact Persons
How to: Assign Business Relations
How to: Assign Industry Groups
How to: Assign Web Sources
How to: Create Contacts from Customers, Vendors, or Bank Accounts
How to: Link Contacts to Existing Customers
How to: Enter Contact Profiles