Add Firm Dialog Box

Use the Add Firm dialog box to add a new firm record.

The Add Firm dialog box displays in the Contacts hub when you select the Create Firm Record option on the Qualify Contact dialog box. This opens the Add Firm dialog box and creates a new firm record from the qualified contact, which is only available if your firm enables the Lead Qualification Process in Settings.

When you add a new firm using the Add Firm dialog box, you are automatically added as a team member on the Team tab for that firm. However, you will need to go to the Team tab to describe your relationship to the firm. (If you run an import process that adds new firms, you are not automatically added as a team member for those firms.)