{"id":7084,"date":"2019-03-06T11:16:58","date_gmt":"2019-03-06T11:16:58","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=7084"},"modified":"2025-09-10T17:18:07","modified_gmt":"2025-09-10T17:18:07","slug":"create-a-company","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/create-a-company\/","title":{"rendered":"Create A Company"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.1&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3>Create A Company<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p><span style=\"color: #000000;\">There are two option to create a new Company.\u00a0<\/span><\/p>\n<p><strong><span style=\"color: #000000;\">First option: New company from the view Contacts<\/span><\/strong><\/p>\n<p><span style=\"color: #000000;\">1.<\/span>\u00a0In the left navigation menu, <strong>scroll Contacts<\/strong>.<\/p>\n<p>2. <strong>Click on<\/strong> the <strong>Companies <\/strong>view.<\/p>\n<p>3. <strong>Click on <\/strong>the<strong> New company\u00a0<\/strong>button.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/create-company.png&#8221; alt=&#8221;create-a-company&#8221; title_text=&#8221;create-company&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p><span style=\"font-size: 16px;\">4. Complete all details. <\/span><strong style=\"font-size: 16px;\">Mandatory fields<\/strong><span style=\"font-size: 16px;\"><strong> are red underlined (can be different according to the company\u2019s settings)<\/strong>.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/create-a-company-2-3.png&#8221; title_text=&#8221;create-a-company-2&#8243; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p><span style=\"font-size: 16px;\">5. Once you complete all requested details, press<strong> SAVE <\/strong>button.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/create-a-company-3-1.png&#8221; alt=&#8221;create-a-company-2&#8243; title_text=&#8221;create-a-company-3&#8243; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; hover_enabled=&#8221;0&#8243; box_shadow_style=&#8221;preset2&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\">6.\u00a0 Perfect! The <span style=\"font-size: medium;\">company<\/span> is created. <strong>To fill in more detailed information belonging to the company, read more articles in the Contacts section<\/strong>.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p class=\"p1\"><strong>Second option: New Company from Quick button<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.0&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\"><strong>Click on the Quick button<\/strong> and <strong>choose Company<\/strong>. The modal view of the Company will open. Check all mandatory fields, press SAVE button and a new Company will be created. <strong>Check the GIF below.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-1-4.gif&#8221; alt=&#8221;company-quick-button&#8221; title_text=&#8221;company-quick-button&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.0&#8243; custom_margin=&#8221;|40px|40px|||&#8221; box_shadow_style=&#8221;preset2&#8243;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; text_text_color=&#8221;#f26522&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><strong>Tips &amp; Tricks\u00a0<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\"><span color=\"#000000\" style=\"color: #000000;\">If company address is correctly entered, you can click on the red target on the map and Google will show you the way from your office to this company.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Create A CompanyThere are two option to create a new Company.\u00a0 First option: New company from the view Contacts 1.\u00a0In the left navigation menu, scroll Contacts. 2. Click on the Companies view. 3. Click on the New company\u00a0button.4. Complete all details. Mandatory fields are red underlined (can be different according to the company\u2019s settings).5. Once [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-7084","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/7084","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/comments?post=7084"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/7084\/revisions"}],"predecessor-version":[{"id":987518433,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/7084\/revisions\/987518433"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/media?parent=7084"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/categories?post=7084"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/tags?post=7084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}