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Create Company | Marketing Portal

Information on how to create a Company in the Marketing Portal

Support avatar
Written by Support
Updated over 5 months ago

Create Company- Marketing Portal

To create a Company in the Marketing Portal.

  1. In Marketing Portal, click on "CRM" > "Companies" in the left menu.

  2. Click Create Company in the upper right corner of the screen.
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  3. Fill out all the information in the "Basic Information" and "Advanced Information" tabs:


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  4. Click Create. This company will now appear in the CRM.

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