Companies Overview

Quickly explains how Companies can be used, and shows you how to create a company record.

In each Company record are sections where you can quickly add associated Departments and Contacts that you will be working with at this Company.

Also briefly shows you how to use filters to narrow your search for certain companies, and then performing mass actions to those search results.

(Hint: Click on the video to be taken to YouTube where you are able to view a larger version.)