1. Lime CRM
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  3. How do I create new companies and persons?

How do I create new companies and persons?

  1. Make sure you are in the companies tab.
  2. Click on the plus sign to get a new blank company card.
  3. Fill in the relevant information and click Save and close.
  4. If you want to add persons to this company, click on the person tab at the bottom of the company card. The person is then automatically connected to the company you are in. Click on the plus sign to add the person. Finish with save and close.
  5. If you want to add a person from the person tab instead, click on the person tab and click on the plus sign. Then do not forget to link the person to a company in the Company name field.