Uploading A List of Companies

Created by Amber Smith, Modified on Mon, 7 Jul at 4:41 PM by Amber Smith

In this quick training, I walk you through how to add a company or a list of companies into your CRM without needing it to be connected to a contact record.

https://sharing.clickup.com/clip/p/t9011857312/cc2f5469-74f4-4143-bff7-edfd1dc987c5/cc2f5469-74f4-4143-bff7-edfd1dc987c5.webm?filename=screen-recording-2025-07-07-15%3A38.webm

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