EventPro User Manual

Adding Companies or Contacts

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Adding Companies or Contacts

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Adding Companies or Contacts

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Adding companies and contacts would have been one of the initial steps involved in setting up EventPro, but you will probably need to add companies and contacts on a regular basis as you work with new customers.

See Chapter 1: Setting Up EventPro, Step 6: Company/Contact for detailed instructions on how to add companies and contacts to your database.

Remember that you can also import a batch of companies or contacts from a file, such as a CSV file, Microsoft Excel document or a database.  See Importing Companies/Contacts below.