video1.0<iframe src="https://www.loom.com/embed/a96bad0471e049599ab802b9885493ed" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a96bad0471e049599ab802b9885493ed-d7ea0dfb6b3b1cbd.gif259.006In this video, I walk you through the straightforward process of adding companies and plans to our system. First, you'll add a company by selecting the "add company" option, entering the company name, and assigning it to the appropriate team. After that, you can create a plan for the company, specifying whether it's managed or not, and attach it accordingly. I demonstrate how to manage multiple plans for the same company, including scenarios where a plan is not managed by you. Please make sure to follow these steps when entering new data into the system.