How Can I Update Multiple Companies?

Use a group action to mass update companies.

Written by Lindsey Stroud
Updated over a week ago

It is really simple to update more than one company at once!

Navigate to Contacts > Companies

Check the companies you wish to select, and choose Actions

From here you can:

Create Tasks or Notes
Update Company Record to update the company Status or Sales Rep
Update a Custom Field
Export or Delete company information