Page 23 - Participant Guide - Managing Contacts (SDL)

Add a company when at my desk

Activity 5.5 – How do I add a company when at my desk?

Outlook Activity Steps – Recommended Method
1. Click + New button
2. Select Company
3. Enter details
a. Website
b. Company Name
c. Company Address
d. City, State, Postal Code
4. Click Save

Web Activity Steps – Alternative Method
1. Click on + icon in header
2. Select Company
3. Add required details to the Create Company form
4. Click Save Contact

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Lesson 5: Add a Contact or Company