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Bulk Actions for Companies

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Written by Toby English
Updated over 10 months ago

Learn how to efficiently manage multiple companies with bulk actions, streamlining your workflow, saving time, and ensuring consistent updates across your entire client base.

  • From the Nav bar select "Contacts" then "Companies"

  • Select the check box on above the contact records to select all companies or select individual companies.

  • Ability to perform Bulk actions to the following items :

    1. Merge companies

    2. Delete companies

    3. Export companies

    4. assign all contacts in a company to a Salesperson

    5. assign Company Type

    6. add contacts from a company to a list

    7. Mark account

    8. Assign to vertical

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