How do I create a company?

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.