There are 2 places from which you can add a new company into your database. The main location is Companies>Search and Add Companies, the other is from the floor plan on the Assign and Reserve screens. Please Note – if you need to add a large group of new companies to your system, please contact your project manager to discuss doing a company import.
At the bottom of the screen there is a box where you can enter the company name and the email address. After you click “Add” you will be redirected to the Add Company Form.
Email address is required and we encourage you to be diligent on getting accurate email addresses in this field. If you ever allow online booth reservation, the assignee will be matched with their account based on the email domain.
When you are assigning or reserving booths on the floor plan, you may find that you have not yet entered a company into the database. Rather than leaving the floor plan to add the company to the database, there is a link ‘Add New Company’ which takes you to the Add Company Form.
Add Company Form
Primary Contact Checkbox - at the top of the form there is a checkbox which indicates that you want the company contact added as a Primary Contact for this company record. This is useful if you have purchased Contact Management, allowing you to manage multiple contacts for your companies.
Required Fields – There are required fields, indicated by an ‘*’ next to the field.