Adding a New Company

Adding a New Company

  1. To add a New Company, click the “Magic Wand” tool in the upper right hand corner of your dashboard. Then, click the dark green “New Company” button on the far left of the top of your screen.

 

  1. A “New Company” pop up screen will appear. This is where you will enter the Company Name and choose whether it is a Parent Company.

  1. Once you have entered the Company Name and chosen if it is a Parent Company, either click “Ok” to continue working within Tracker or click “Ok and Edit” to enter into the Company Record and add any additional details.

If you need further assistance, please watch this video:


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