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Bulk Actions for Companies
Erika Sanchez avatar
Written by Erika Sanchez
Updated over a week ago

Video coming soon

  1. Go to Companies page under the Marketing or Sales modules

2. Click on "Bulk Actions" Select a few companies, or Select All

3.  Ability to perform Bulk actions to the following items :

  • Bulk Merge companies

  • Bulk Delete companies

  • Bulk assign all contacts in a company to a Salesperson

  • Bulk assign Company Type

  • Bulk add contacts from a company to a list

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