Add a company

Before you start

You need permission to create companies (core.company.create). The firm’s custom fields can add boxes to the dialog that this page does not list. Fill those the way the firm expects. This does not create a deal and it does not create a portfolio holding.

Search first. If Northwind Health is already in the book, open it instead of adding a second record. See Find a company.

Steps

1. In the sidebar, click Dealflow, then Companies.
2. Click New company.
3. Enter the company name.
4. Fill any other fields the dialog shows.
5. Save.

The company opens in the registry. To pursue it, open a deal.