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  5. Creating or Updating a new Company

Creating or Updating a new Company

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Fill out the Add New Company form with the basic info.

Once added, you can assign the company to individual contacts, create segments, and even assign them to email list contact groups just like individual contacts.

You can also you can Add Search Segment and Search your companies using different filters and parameters. 

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After creating a new company, you can also update, change or delete the company by hovering on it from the Companies page.

Click on a company to access CRM features of the company.

From the company profile, you can assign contacts to the company, and also assign them to multiple contact groups.

Like Contacts Management, you can add notes, tasks to your CRM agents, schedule calls and meetings, and send email to the company from the profile page.

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