Bulk Actions - Add/Edit to Company

Bulk Actions: Adding or Editing Contacts to a Company

This article provides an overview of the bulk action feature for adding or removing contacts to an associated company.

Instructions:

1. Navigate to the Contacts Section

Select the "Add/Edit to Company" option.

2. Note: Ensure you have selected the desired contacts before choosing the "Add/Edit to Company" option.

3. Choose Your Action
You can either add new contacts or update existing ones.
Alternatively, you can remove contacts from a previously associated company.
Assign a name to the action for easy recognition and tracking in the Bulk Actions area.

4. Confirm and Monitor Progress

Click "Confirm" and verify the progress.

• Contacts > Bulk Actions

Important Notes:

• Bulk actions are processed over time. Progress can be tracked on the Bulk Actions page.

• If a contact has been previously associated with a company, this action will override and update the existing association.

• Ensure a company is created beforehand to utilize these settings effectively.