Company Manager

Search, create, edit, and queue companies for further action.

Written by Matteo Silla

Last published at: May 23rd, 2025

How to use the Company Manager

In this article you will learn how to navigate the Company Manager




Options Menu

Below are the different options that can be found in the drop-down menu next to your Company Name:


  • Edit Details: Change the information associated with a company. Make sure "Update Address Information For All Associated Contacts" is selected at the bottom of the editor if you wish to update the Company Information for all associated contacts.
  • View Details: View the information associated with the company.
  • Delete: Permanently delete the company. You will be prompted to confirm this, as this action cannot be undone. If you delete a company, the associated contacts will not be deleted.



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