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Adding Company Applications (End User)

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, then the Companies List view.
  2. In the Companies list, drill down on the company to associate with an application.
  3. Click the Applications view tab, create a new record, and complete the necessary fields.

NOTE:  Drill down on the Application Name link to enter more detailed application information.

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