PMWeb Administrative Guide
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Companies

 
The Companies module allows you to view, edit, add and import companies and their associated contacts.
 
Navigation Path:  Portfolio>Lists>Companies
Companies
 
1

Add

Click to add a new company to your database.  Once the Add button is clicked you will be directed to the company screen.  Enter the required information and click Save.  Click on the address, contacts, departments tabs to add additional information.
 
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