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This lesson will show you how to add a company as a contact in AgileCase.

Enter company

 

After choosing to add a company as a contact you will be prompted to fill out their details.

You can fill in the companys name, number and address as well as contact details. You can also select whether or not this company is a client and apply an relevant system labels here.

When you have finished entering the company details, click "Save Contact" to create the new contact.

View company

 

Once you have created the contact, you can view the company under the "Contacts" tab on the toolbar.

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