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Companies

Using Company Fields Across Bizura

This article explains how to use

26 мая

Bulk Delete for Companies

Bulk Delete lets you remove multiple Company records from the list view in a single action. Use it to clean up stale, test, or mis-imported Companies without deleting them one at a time.

26 мая

Smart lists in Companies

Company Smart Lists help you save and reuse customized company smart lists. Instead of rebuilding the same setup every time, you can save your filters, sorting, and field configuration as a Smart List and open it whenever you need it.

26 мая

Export Companies (CSV Download)

Exporting Companies to CSV makes it easy to share, analyze, and back up company records in Bizura without copying data manually. Company Export lets you download multiple selected companies—or the full company list—directly from the Companies screen.

26 мая

Import Contacts and Automatically Create Associate Companies

At the moment, Contacts and Companies are imported separately. However, you can still successfully create and associate them using the workflows below.

26 мая

Company Based Workflows - Company Triggers & Actions

Company-Based Workflows let you automate at the

26 мая

Getting Started with Companies

You can easily add new companies to your database or update details for existing records. You can store essential information such as:

26 мая

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