Creating, Viewing, and Editing a Company

Create a New Company

• Navigate to the Companies Module:

  • Open Accelerate software and go to the companies module.

• Create a New Company:

  • Click on "Create a New Company."

  • Enter the company name and address.

  • Select a branch.

  • Select the primary contact to be associated with the company.

  • Click "Save" to create the new company in the system.

View Company Details

• Access Company Tabs:

  • The companies module is divided into two tabs: "My Company" and "All Companies."

• View My Company:

  • "My Company" allows you to view all the companies for which you are the relationship owner.

• View All Companies:

  • "All Companies" allows you to see all the companies that exist in Accelerate for your company.

• From the Table:

  • Directly attach a new contact or a new property to the company from the table.

  • You can also choose to delete the company.

Edit Company Details

• Go to Company Details Page:

  • Click on the company to go to its details page.

• Edit Company Information:

  • Click the "Edit" button.

  • Edit the company name and other details as needed.

  • Associate multiple contacts with the company or edit the contacts already associated with the company.

  • Associate multiple properties with the company while editing.

• Save Changes:

  • Once done, click "Save and Exit."