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Create company

An authorized user creates a new Company record, with optional duplicate detection warnings.

When this happens: You click New Company from the Company list view or global + menu.

Step by step

  1. 1

    Click New Company.

    EasyCRM shows the Create Company form: Name, Domain, Industry, Company Size, Address, Phone, Annual Revenue, Owner (defaulting to current user), and any configured custom fields.

  2. 2

    Fill in Company Name (required) and optional fields.

  3. 3

    Click Save.

    EasyCRM checks all inputs: Name is 1–255 chars; Domain is valid format; Annual Revenue ≥ 0; required custom fields are populated. EasyCRM runs duplicate detection: checks existing companies for matching Name (case-insensitive) and matching Domain. No duplicates found — creates the Company record. Owner set to the selected owner. EasyCRM takes you to the new Company detail page. EasyCRM shows a confirmation: Company created successfully.

Other paths

Duplicate name detected

If an existing Company with the same Name (case-insensitive) is found. EasyCRM shows a warning: A company named '[Name]' already exists. Do you want to continue? with Continue and Cancel buttons, plus a link to view the existing company. Click Continue to continue. Click Cancel — form remains open for editing. Click the existing company link — navigates to that company detail (form data is preserved if you go back).

Duplicate domain detected

If an existing Company with the same Domain is found. EasyCRM shows a warning: A company with domain '[domain]' already exists ([CompanyName]). Do you want to continue? (Continue / Cancel / View existing).

Both name and domain match

If both name and domain match (same or different companies). EasyCRM shows both warnings in a single dialog. You can proceed once or cancel.

If something goes wrong

Validation failure

If one or more fields are invalid. EasyCRM shows inline error messages next to each invalid field. Form remains open; no record created.

Unauthorized role

If your role does not allow Company creation. New Company button is not visible. If endpoint is called directly — a permission error.

Good to know

  • Company Name must be unique case-insensitively; duplicates are warned but not blocked.
  • Owner defaults to the creating user but can be changed.
  • Custom fields configured by Admin appear on the form per their display order.