How to add companies?

You can import companies in the company page, import an excel or CSV file by clicking on the import companies
  • When importing companies you have to select tags for the columns of the list.
  • You need to have at least one column with company names tag in it then only you can upload the list of companies
How many companies can I import at a time?
  • 500 companies.
What file formats can I import?
  • The import tool accepts CSV, XLS, or XLSX files.
To add company data manually:
  • You can also enter details of companies by manually entering them on clicking the create company button
Add companies from extension:
  • All the accounts added to the platform using the extension will be found here
Add companies from Identify:
  • All the accounts added to prospect using the Identify module will be found here