How to Add Company on MSM 0 0

Last updated on Apr 14, 2026 10:19 AM in MSM (Marketing & Sales Machine)
Posted ByLiz


Overview

This guide explains how to add a new company in MSM. It covers both Core and Professional company setup, including required details such as company name, contact information, and domain configuration.


Steps

  1. Go to the MSM dashboard
  2. Click on Companies
  3. Click on New
  4. Select company type
    • Choose Core or Professional
  5. If Core is selected
    • Enter Company Name
    • Enter Company Email
  6. Enter company address and other required details
  7. Enter phone number and website
  8. Click Save & Close
  9. If Professional is selected
    • Enter Domain Name
    • Fill in additional required details
    • Click Save & Close

Expected Result

The new company will be successfully created and listed under the Companies section in MSM.


Common Errors

  • Missing required fields such as company name or email
  • Invalid email format
  • Domain name not entered for Professional setup
  • Duplicate company entry
  • Incorrect phone or website format

FAQs

  • Can I create both Core and Professional companies
    Yes, you can choose based on your business needs during setup
  • What is the difference between Core and Professional
    Core requires basic company details while Professional includes domain configuration and extended setup
  • Can I edit company details after creation
    Yes, you can update company information from the Companies section
  • Why is my company not saving
    Ensure all required fields are filled correctly and no duplicate exists
  • Is domain mandatory for all companies
    No, it is only required for Professional company setup

** The time is base on America/New_York timezone