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How to Add Multiple Companies to a Single Project

Today I'd like to show you how to add multiple companies to a project page.

First, go to the Company Information section. You can pull directly from your company address book, which auto-populates it here right away.


I select Advanced Roofing and Sheet Metal, I'll just select myself, the contact that is working on this project.


I can also add a new company from this section if it's a company that I haven't worked with before.


Add this company. 


And then you can fill in all the information here and click Create. This saves the company and the contact to the address book forever. And then you're able to add them right here to the project as well and click Save.


Happy Selling!



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