Help centre/Companies & Customer 360
Companies & Customer 360
Add accounts and understand every company profile.
Adding companiesAdd companies one at a time, upload a CSV or sync them from your CRM.Understanding the company profileEvery tab and panel on a company's page, explained.List, board and group-by viewsSwitch between the company list, stage board, people view and your own boards.Searching, filtering and exporting companiesFind the accounts you need, export them, or delete in bulk.Company timelinesSee every change made to a company, by whom and when.