How to add a new company
There are several ways to add a new company to Bitrix24 CRM:
- Add button in the CRM > Companies section:
- Client field in a new deal or lead form.
Read more in the article - CRM elements form.
Also, you can add new companies by using CRM web forms or you can import companies.
New company form
By default, it's enough to specify the Company name to add a new company.
In the About company block, you can select a company type, industry and specify the annual revenue of the company.
Also, you can specify the company phone number, email address, website and messengers.
To bind a contact with a company, select a contact or create a new one in the corresponding field.
The next step is adding company details. Click Add to add VAT ID, legal address, banking details, etc.
You can specify the additional information in the More section: how many employees work in this company and a comment.
Enable the Available to everyone option to allow everyone viewing and editing this company.