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Adding Company Applications

Applications are used for companies that want to apply for offered services or products. For example, a small business wants to apply for a business checking account. The end user handling the inquiry finds the company in the All Companies view, navigates to the Applications view, and creates an application record for this business checking account application.

To associate an application with a company

1. Navigate to the Companies screen > Companies List view.
2. In the Companies list, drill down on the company to associate with an application.
3. Click the Applications view tab.
4. In the Applications list, add a record and complete the necessary fields.

NOTE:  To enter more detailed application information, drill down on the Application Name hyperlink.