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How do I create new Companies and Persons?

To create a new company:

  • Open up lime CRM
  • Check so that you are in the Company tab
  • Click on the green plus or use Ctrl+N to open up an empty company card
  • Fill in the relevant information
  • Click Save and close

To create a new person connected to the company that you just created:

  • Open up the company card
  • Choose persons in the downside menu on the card
  • Create a new one by clicking the green plus
  • Save and close

To create a new person that is not connected to any company

  • Check so that you are in the Person tab
  • Click on the green plus or use Ctrl+N to open up an empty person card
  • Fill in the relevant information
  • Connect the person to a company of your choice
  • Click Save and close

 

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