Applications can have a Company or Trust as the Primary Applicant. Company or Trust records are structured in the same way as People records, just with different fields on the details tab.
From the Company Section
- Click the Companies section.
- Click a new tab to start a new Company record.
NOTE: your Company/Trust record won't be saved until you add some data in to it.
From an Opportunity
To add a Company or Trust from an Opportunity you will have to of created the Company or Trust first.
- Open your Opportunity, select the Contacts tab and click Link Existing
- A search window will display. Type the Company/Trust name, select in the list and hit save
NOTE: When using the Link Existing button in the Contacts section of an Opportunity record, the Company records will appear in the search along with the People records.