How do I create a company?

Allene Norton
Allene Norton
  • Updated

To create a company, click on either:

  • The building icon in the company column for any client
  • An existing company in the company column for any client

A dropdown will appear with a list of existing companies and an option to type a company name.

Typing in the dropdown will search the list of existing companies, and if none are found, you'll receive the option to create a new company.

Be sure you've typed the full name of the company you wish to create, then click + Create.




If you want to change the icon or name for a company you've created, please see this article.

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