Creating a Company
Click the New Company button.
Fill out the New Company dialog:
The Company Page
Once created, each Company has its own page with detailed information.
Details Section
Shows the Company's name, address, email, and phone number.
Edit by clicking the pencil icon or the "..." (More) menu next to the name.
Associated Contacts
Shows all contacts associated to the company
How to associate a contact to a company
Go to the company and click the +Add button under the contacts section.
How to remove a contact from a company
Go to the company and click the "..." button beside a contact and select Remove Association.
Linked Records
Displays all linked Deals, Estimates, Invoices, Events, and Tasks.
Tags
Add a tag to help organize and filter.
Learn more about tagging in PaintScout >
Activity, Notes & Files
Activity & Chat History: View all interactions with this company.
Notes: Add important internal notes.
Notes can be edited anytime.
You can also attach files directly to notes for easy reference.
