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Company | Customer

  • What is the best way to add multiple locations for a single company?
  • Is there a Company Source option? I only see it for People and Deals.
  • How do you archive a Company?
  • How do I create a custom field for Customers? I only see Company, Deals, and People.
  • Why can't I convert a company to a customer?
  • How do I search for more than one company within a list view?
  • Can I see which companies don't have deals?
  • Why do I not see the option to merge?
  • Why is my 'delete' link gray?
  • Can I convert companies to customers in bulk?
  • What does "worked on by" mean?
  • I am trying to merge companies but don't have the option in actions. Is it something to do with permissions?

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  • Payment & Billing | Security
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