Adding a company

Keep your sales operations accountable and create a new company record for each new lead.

Navigation: go to Companies and then select New record.

Complete the company details:

  • Domain name: enter the company’s website URL. Inperium will search the website and try to populate some fields for you.
  • Company name: enter the company name.
  • Assign to user: specify Inperium user from the list. By default, the companies you create will be linked to your account but you can also create companies on behalf of other users.
You can also import companies in bulk.

Once you add a new company, you will be forwarded to its card where you can complete company information, add notes, etc.