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 :
Merge companies
Delete companies
Export companies
assign all contacts in a company to a Salesperson
assign Company Type
add contacts from a company to a list
Mark account
Assign to vertical
