Adding an Office

An officeClosed is always associated with a firmClosed tracked in SalesConnect. So you begin adding an office from the page displaying details for the right firm. See Searching for Connections if you would like help with that task; that's probably the way that you will get to details most often.

  1. Display the Add Office page:

    • On a page showing details for a firm, select the Offices tab, and then above the table listing offices, select Add. If you use this option, information for the associated firm is already completed for the office.
    • Or, select in the universal menu, and then select Add Office under Offices. If you use this option, you'll need to select the firm with which to associate the office.
  2. Complete the Add Office page (required fields are marked with *).

    Tips

  3. Select Save. You may be asked whether you want to keep the address you entered or use one suggested by Finalist, the address validation tool used in SalesConnect. You won't be able to continue until you select an option. Duplicate checking occurs when you save a connection. If the connection or an alias added for it appears to duplicate information already in SalesConnect, a warning popup is shown. Follow instructions on the popup to handle the potential duplicate appropriately.

    Once an office is saved, a page showing details and more options for it is shown. You can use the page and its tabs to add or review more information related to the office, including relationships to other connections.