Company
Agency and company level settings, sub-accounts and account management.
3 articles
Getting Started with Companies Feature
The Companies feature allows you to manage relationships at the company level instead of focusing only on individual contacts.
3 min read
Bulk Import Companies via CSV
CRM ManagementBulk Import Companies via CSVImport and update company records at scale using CSV files with guided field mapping, duplicate detection, and...
8 min read
Automatic Company Creation and Enrichment
Companies • Contacts • CRM AutomationAutomatic Company Creation and EnrichmentThe platform can automatically associate Contacts with the correct Company using...
7 min read