Add Companies

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

 

Companies can be added to Kizen in three ways:

  1. Add a company manually
  2. Quick add a company
  3. Mass upload companies through a .CSV file 

Add a Company Manually

Companies can be added manually, one at a time, using these steps:

  1. Select Data from the top menu bar
  2. Click Custom Objects
  3. Click Companies mceclip0.png
  4. Click New Company mceclip1.png
  5. Enter the company's information
  6. Click Save                                                                             mceclip2.png

Quick Add a Company

Basic details on companies can be added from the All Companies page, using these steps:

  1. Select Data from the top menu bar
  2. Click Custom Objects
  3. Click Companies mceclip0.png
  4. To the left of the All Companies table, click + mceclip3.png
  5. Enter the company's information
  6. Click the to save each data point mceclip4.png

Mass Upload Companies through a .CSV File 

Large groups of companies can be uploaded through .CSV Files, using these steps:

  1. Select Data from the top menu bar
  2. Click Custom Objects
  3. Click Companies mceclip0.png
  4. Click the V next to New Company
  5. Select Upload Companies mceclip5.png
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