Managing Company records
2 articles6 explained images
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. TABLE OF CONTENTS What is Bulk…
2 min6Using Company Fields Across GHL Customer Care
This article explains how to use Company fields — both standard and custom — as custom values (merge fields) in Workflows, Email Builder, Email Campaigns, Conversations, Documents & Contracts, Bulk Actions, and…
2 min