How do I add companies?

Before you can begin adding your opportunities, it's essential to include the companies you work with in the mOS. This help file will guide you through various options to achieve that

Accessing the Companies screen

To access all the companies added to the mOS, simply click on Companies on the left-hand side of the screen.

Adding a company via Salesforce

If you connected your Salesforce account to the mOS, your companies, contacts and opportunities will be automatically imported. If you add more companies directly on Salesforce, they will get synch. to the mOS also.

Adding a company manually

Adding a company manually in the mOS is straightforward. Just follow these simple instructions:

1. Go to the Companies screen
2. Select +Add Company on the right-hand side
3. Enter the Company Name and click Add Company

Once you've completed these steps, your company will appear on the screen, and you can click on it to access all associated opportunities, contacts, and more. 

Adding companies via import

We recognize that you may need to add a large number of companies at once, and in such cases, you can easily perform an import in the mOS. To learn how, please follow the instructions below:

1. Go to the Companies screen
2. Select Import CSV on the right-hand side
3. Add your CSV file and click Import

Once you've completed these steps, your companies will appear on the screen, and you can click on any of them to access all associated opportunities, contacts, and more.