Edit Companies

Companies are the businesses you interact with. Companies can be associated with Contacts as well as other Custom Objects. 

Companies can be edited in three ways:

1. Manually Edit a Company
2. Quick Edit a Company
3. Change a Field for Multiple Companies at Once

Manually Edit a Company 

1. Select Data from the top menu bar
2. Click Custom Objects
3. Click Companies
4. Search for the company
5. Click on the Company Name
6. Edit the necessary information in the Information Block
7. Click Save

Quick Edit a Company

1. Select Data from the top menu bar
2. Click Custom Objects
3. Click Companies
4. Search for the company
5. Update the necessary information on the All Companies page
6. Click the ✓ to save each data point

Change a Field for Multiple Contacts at Once

1. Select Data from the top menu bar
2. Click Custom Objects
3. Click Companies
4. Select the V icon next to All Companies and choose the Company Group you would like to Edit
5. Select the V icon next to Perform Action
6. Select Change Field Value