Add your contacts and companies

In the sidebar, open CRM then Companies. This is where every company you work with lives. Use the Search companies box to find one quickly.

Click Add Company in the top-right. In the dialog, type the Company name. This is the only required field.

Optionally, fill in the Primary contactsection with the main contact’s Email, Phone and Role. Then click Add Company.

OroMiQ opens the new company’s record. This is your workspace for that company: its details, its people, its activity, and any deals, all in one place.

On a company record, find the Contacts panel and click Add contact, then New contact.

Enter the person’s Name, Email, Phone and Job title, and mark them as the Primary contact or a Decision maker if that fits. Click Create & link.

The contact now appears in the company’s Contacts panel, with quick links to call or email them. Add as many people as you need.

Every person you add lives in one place: open CRM then Contacts to see all your people, wherever they work.