Adding a Company – Teamleaf

Adding a Company

Learn how to add a Company to your Teamleaf System

Step-by-Step Guide

Step-by-Step Guide

Essentials

Setup

Step 1

Go to Companies Page

To start, go to the Companies page by click 'Databases' on the left sidebar, then going to 'Companies'

Step 2

Click 'Add Company'

In the top right of the page, click 'Add Company'

Step 3

Enter Company name

Next, in the company field, enter the name of the Company you'd like to add. Teamleaf will then automatically search companies house for that company, and pre-fill some of the company fields for you.

Step 4

Fill in Company Information

You can now begin entering further information about this Company. Add to (or edit) the Company Information section to begin. In this section, you can select the status for this company, so if it's still Pending approval, that can be marked here.

Step 5

Fill in Contact Information

Next, you can fill in Contact Information for this company. In this section, you must mark whether this company is a Customer or Supplier (or both)

Step 6

Fill in Address Information

Next, you can fill in Address Information. This should be partially pre-filled with companies house data, but you can change this if you wish.

Step 7

Fill in Financial Information

Next, you can fill in Financial Information.

Step 8

Fill in Further Information

Next you can fill in the Further Information. Here, you can select the colour you'd like to represent this company across the system.

Step 9

Fill in Notification Settings

If you wish, you can also fill in Notification settings for this company.

Step 10

Save Company

Once you're happy with the Company Information you've added, click the 'Save' button in the bottom right of the form

Step 11

See Company

After clicking save, you'll be taken to the new company page. Here you can manage and edit this company.

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