All Collections
Companies

Companies

Learn about Company records and the power of company-wide data

7 articles
Gillian Hood avatarSteven avatar
Written by Gillian Hood and Steven

How to create a Company Hierarchy

Keep track of holding / subsidiary, franchisor / franchisee, or HQ / branch relationships by creating a Company Hierarchy
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

How do I add Notes to a Company or Contact record?

Learn about Notes, who can see them, and how to add them to a Company or Contact record.
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

How to Export a Company list

Download a CSV of a Company list on Nexl
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

How do I manually add a Company?

Learn how to manually create a Company record.
Steven avatar
Written by Steven. Updated over a week ago

How do I set a Company type?

Learn how to better organise your company records by labelling according to their function or purpose to the firm.
Steven avatar
Written by Steven. Updated over a week ago

All about Relationship Partners

Learn about Relationship Partners, how to set them, and how to find the Companies for which you're the designated Relationship Partner.
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

How to view a Company Activity Feed

Get a combined view of activity from every Contact within a Company.
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago