Companies
Learn about Company records and the power of company-wide data
7 articles
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
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.
Written by Gillian Hood. Updated over a week ago
How to Export a Company list
Download a CSV of a Company list on Nexl
Written by Gillian Hood. Updated over a week ago
How do I manually add a Company?
Learn how to manually create a Company record.
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.
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.
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.
Written by Gillian Hood. Updated over a week ago