How to add a Company?
This short video starts your quoting journey within Broker 360. Its the first step when working on setting up a business and generate quotes for them.
Key Points to remember:
1. A company needs to be setup before adding any meter information.
2. A company can have multiple sites set up for it.
3. A company search can be performed using :
a. Name
b. Name and Postcode
c. Company Number
4. You can have as may contacts within a company, but one of them must be marked as a Primary Contact, within the Contact Details section.
5. A company cannot be deleted from the system. If a company is set up in error or you no longer need one, then just remove all the sites listed under it.