There are three methods to add a new company:

1. Single company addition
2. Multiple/batch import
3. Add company via Vital CRM APP

I. Single company addition:

1. Go to "Company" tab, then click "Add".
   
    

2. Enter the required informations and other additional informations, then click "Save" when finished.
   

II. Multiple/batch import of company data:

1. In the Company tab, click [Import function] on the upper right and select [Company Import]


2. Use Excel to organize the company files and upload them, or download the blank template from the system, fill it out, and then upload it.

* How to import a company? 

 

III. Add company via CRM App

※Note: You need to download the Vital CRM App to use this method. 
* How to download Vital CRM APP?
 

1. Go to the "Company" page.
   
    

2. After entering the company page, click the "+" in the upper right corner to start adding a company.