Companies: Add/Export

Below you will be guided through the necessary steps to Add and Export Companies.

Add Companies

Users can Add Companies from scratch. The only required fields are " Company Name" and "Preferred Industry".

You also have the ability to edit company records in the add panel if the company that already exists is selected in the Company Name field.

In this view, Users can sort companies by:  Name, Tags, Last Updated, Industry, Status.

CSV Import

On this window, you can read more about the import process. Download a sample CSV file and populate it with the contact details that you have. Drag and drop or click in the blue field to upload your filled up CSV file, and click Import to complete the process. You will see a message showing your import progress, and the results of the import will also be emailed to you.

NOTE - required fields for import are " Company Name" and "Preferred Industry".

Export Companies

Navigate to the same area mentioned before in order to export your company. 
NOTE: The export amount is limited to 10,000 records.