Introduction to Companies
6 articles41 explained images
Getting Started with Companies
The Companies feature in GHL Customer Care allows you to manage your business relationships at the company level, rather than solely focusing on individual contacts. This feature is particularly helpful for organizations…
2 min6Company Based Workflows - Company Triggers & Actions
Take your B2B automation to the next level. Company-Based Workflows let you trigger and run automations directly on Company records—so you can onboard accounts, sync data, and keep every contact in-step without…
4 min4Import 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. This guide covers all possible scenarios: Contacts exist +…
6 min11Export Companies (CSV Download)
Exporting Companies to CSV makes it easy to share, analyze, and back up company records in GHL Customer Care without copying data manually. Company Export lets you download multiple selected companies—or the full company…
3 min6Smart 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…
4 min10Bulk Import Companies
CRM Management Bulk Import Companies Upload CSV files to create and update company records at scale using GHL Customer Care's guided import wizard. What You'll Learn This article covers GHL Customer Care's bulk company…
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