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Adding Companies ➕

Introduction​

Companies form the foundation of all activities within Amplifi-Qx Hub. Whether you're creating opportunities, managing installations, or providing support, everything starts with a properly configured company record. This guide will walk you through the process of adding new companies effectively.

Before You Begin 🔍​

Company Lookup​

Before creating a new company, always use the "Company Lookup" button in the top right corner to verify the company doesn't already exist. This helps prevent:

  • Duplicate records
  • Split customer histories
  • Confused reporting
  • Communication issues
  • Data inconsistencies

Adding a New Company 📝​

Accessing the Form​

Navigate to the Add Company form by clicking the '+' button in the top navigation bar. This opens the company creation page with several required fields.

Essential Information​

Company Details​

Required fields are marked with an asterisk (*):

Core Information

  • Company Name* - Official registered name
  • Company Registration Number - Official company number
  • Company Status* - Current relationship status
  • Company Type* - Business entity type (e.g., Limited Company)

Contact Information

  • Address Details - Primary business location
  • Company Email - Primary contact email
  • Company Phone - Main telephone number
  • Website - Company website URL

Lead Source Information​

Source Tracking​

Document how the company came to work with you:

Lead Categories*

  • Networking
  • Referral
  • Outreach
  • Social Media
  • Online Marketing
  • Telemarketing
  • Other
  • Resource Smith (Internal)

Lead Source Detail* Provide specific information about the source, such as:

  • Referrer name
  • Event details
  • Campaign reference
  • Partner information

Best Practices 💡​

Data Quality​

Naming Conventions​

Follow these guidelines for company names:

  • Use official registered names
  • Include legal entity types (Ltd, PLC, etc.)
  • Maintain consistent formatting
  • Avoid abbreviations
  • Check spelling carefully

Address Standards​

Ensure accurate address entry:

  • Use official business address
  • Include building names/numbers
  • Verify postcodes
  • Format consistently
  • Check for typos

After Creation 🎯​

Next Steps​

Once the company is created:

Essential Setup

  1. Add primary contacts
  2. Set up document folders via our Google Drive integration
  3. Plan initial actions
  4. Apply relevant tags
  5. Upload company documents
Remember

Taking time to create accurate company records saves significant effort later. Complete all available fields and verify information carefully before saving.

Return to Companies Overview → Learn About Updating Companies →

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