Add a New Company or Contact

Overview

Use the Customers tab to create new companies and contacts. You can add a company name, website, and contact email addresses.

Steps

1. Open the Customers tab.

2. Click New Company to create a company record.

3. Enter the company name and website (for example, houseloan.com).

4. Click Save to create the company.

5. With the company selected, click New Contact to add a contact tied to that company.

6. Enter the contact's name and email address (for example, [email protected]), then click Save.

Notes

• Enter emails in a standard format ([email protected]).

• To add multiple contacts for the same company, repeat the New Contact steps.

• If you don't see the Customers tab, check your account permissions or contact an admin.

Troubleshooting

• If saving fails, refresh the page and try again.

• The website field is optional. You can leave it blank and update it later.

Need More Help?

Reach the AskElephant support team by:

• clicking the Support tab on the right side of your screen,

• emailing [email protected],

• or using @askelephant support in your dedicated Slack channel.