Skip to main content
header graphicvector icon

We are here to assist you!

search Logo

Company Management

Section IconManaging and Setting Up the Company List View

dot-circleHow to Add a New Company to the List View?
dot-circleCustomizing Display Columns in the Company List
dot-circleHow to Add and Arrange Custom Fields in the Company Module?
dot-circleSorting Companies for Efficient Viewing in the List View
dot-circleFiltering Companies to Create Targeted Segments
dot-circleHow to Identify and Merge Duplicate Company Records?

Section IconUpdating Multiple Company Records

dot-circleBulk Action: Assigning a New Owner
dot-circleBulk Action: Assigning a New Followers
dot-circleBulk Action: Updating Specific Field Values
dot-circleHow to Delete Company Records in Bulk?
dot-circleHow to Export Company Records in Bulk?
dot-circleHow to Add Tags to Companies in Bulk?
dot-circleHow to Remove Tags from Company Records in Bulk?

Section IconThe Company Detail Page

dot-circleHow to Create a New Deal from the Company Detail Page?
dot-circleHow to Edit the Company Profile?
dot-circleCompany Profile: Key Information and Navigation
dot-circleEllipsis Menu in the Company Module

Contact Support

We’re here to help

Your twozo subscription also includes

  • check iconPhone based chat support
  • check icon24/7 Chat support
  • check iconA dedicated Customer Success Manager
  • check iconBusiness Automation Education
Support Illustration