Purpose: In Kizen, the Companies feature allows you to manage and organize data on businesses you interact with. This feature makes it easy to keep company details accurate and up-to-date by providing options to manually edit, quickly adjust, or update fields for multiple companies at once

TABLE OF CONTENTS

• Manually Edit a Company
• Quick Edit a Company
• Change a Field for Multiple Contacts at Once

Companies are the businesses you interact with. Companies can be associated with Contacts as well as other Custom Objects.

Companies can be edited in three ways:

1. Manually Edit a Company

2. Quick Edit a Company

3. Change a Field for Multiple Companies at Once

Manually Edit a Company 

1. Navigate to Data tab from the top menu bar

2. Choose Custom Objects

3. Click Companies

4. Search for the company

5. Click on the Company Name

6. Edit the necessary information in the Information Block

7. Click Save

Quick Edit a Company

1. Navigate to Data tab from the top menu bar

2. Choose Custom Objects

3. Click Companies

4. Search for the company

5. Update the necessary information on the All Companies page

6. Click the ✓ to save each data point

Change a Field for Multiple Contacts at Once

1. Navigate to Data tab from the top menu bar

2. Choose Custom Objects

3. Click Companies

4. Select the V icon next to All Companies and choose the Company Group you would like to Edit

5. Select the V icon next to Perform Action

6. Select Change Field Value