Adding New Companies
Companies in BoldSales can be created from several areas across the application. This guide explains how to open the company creation form, enter essential details, and switch to the expanded form when additional information is needed.
Note for non-admin users: If you don’t have access to configure or manage Companies, contact your BoldSales administrator to request the required permission.
Note for administrators: For managing permissions, refer to Understanding permissions in Companies module.
Adding a new company
You can create a company from several places:
From the companies module
- Go to Companies from the left sidebar (Shortcut: G + O).
- Click
at the top right of the companies page.
- Using keyboard shortcut
- Press N + O to open the company quick form.
From the top navigation bar
- Click the global
icon at the top right.
- Select Company from the dropdown menu.
When you choose any of the above options, a quick form opens. Enter the following details:
- Name (Required) – The official name of the company.
- Phone number – Primary contact number.
- Owner – The user responsible for managing this company.
- Click
to save the company.
Filling in more company details
To enter additional details not included in the quick form, click the icon to open the full company form.
When the expanded company form opens, you will see the following fields. The fields available may vary depending on how company fields are configured in Setup > Modules and Fields > Companies.
- Name (Required): The official name of the company.
- Website: Enter the company’s official website URL.
- Phone numbers: Add the company’s primary contact number. You can label the number as Personal, Business, or Others. Select Add another number to include additional phone numbers if needed.
- Owner: The user responsible for managing this company record.
- Description: Enter any additional information about the company, such as background details, nature of business, special notes, or internal remarks. This field is useful for providing context that may not be captured in other fields.
Saving the company record
After entering the required and optional details, choose one of the following actions:
- Create & Stay: Saves the company record and keeps you on the create form.
- Create: Saves the company record and closes the form. You will be redirected to the company details page.
- Clear all: Clears all the entered information from the form without saving. Use this option if you want to start over or discard the entered details.
The image below illustrates the Create company form with the available fields for creating a new company.
Adding fields to the expanded form
The fields visible in the expanded create form depend on how company fields are configured. If you want to add new fields to the form or update which ones are required, configure them in: Setup > Modules and Fields > Companies.
For detailed steps on how field visibility and mandatory fields work in expanded create form, check this KB: Customizing company field
