How to Create a Company?
ConvertLead > Left Hand Menu > Companies
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Follow the above-mentioned workflow to land on the Companies tab.
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To create a new company, click the
button located at the top-right corner.
Figure 36 Create Button
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This opens the Create Company window.
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Here, fields marked with a red asterisk are mandatory to fill.
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Enter the name of the company in the Company Name field.
Figure 37 Company Name
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The email address of the logged in user is auto-populated in the Email Address field.
Figure 38 Email Address
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Enter the contact number of the company using the Phone Number field.
Figure 39 Phone Number
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The password you have set while registering on ConvertLead with your email address is auto-populated in the Password field.
Figure 40 Password
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You can set a logo for the company you are creating by clicking the Select File button. It opens your system storage for you to choose the file from.
Figure 41 Select File
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For confirmation, enter the password populated in the Password field in the Re-enter Password field.
Figure 42 Re-enter Password
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If you want to add Twilio integration to the company you are creating, enter the Twilio SID in the corresponding field.
Figure 43 Twilio SID
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Similarly, use the Twilio Token and Twilio mobile number to provide the relevant information.
Figure 44 Twilio Token
Figure 45 Twilio Mobile Number
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Once all the required information is entered, click the
button. Doing so adds the company and displays it in the Companies list.
Figure 46 Save Button