Navigate to the Companies section and click +New Company
Fill in the required fields.
The company page will show all related Estimates, Invoices, Activity, and Chat communication from the associated contacts.
How to add an associated contact
Click the +Add button in the Contacts section on a company. All related estimates/invoices from that contact will populate.
🤔 Why aren't the linked records and activity showing up?
This is likely because the estimate and invoice are using an outdated version of a contact, so it's unable to link to the company. To fix this, navigate to the estimate/invoice and edit the contact and click to Update to the latest version.
