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
4. Click New Company
5. Enter the company's information
6. Click Save                                                                             

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
4. To the left of the All Companies table, click +
5. Enter the company's information
6. Click the ✓ to save each data point

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
4. Click the V next to New Company
5. Select Upload Companies