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

TABLE OF CONTENTS

• Add a Company Manually
• Quick Add a Company
• Mass Upload Companies through a CSV File 

Companies can be added to Kizen in three ways:

1. Add a company manually

2. Quick add a company

3. Mass upload companies through a CSV file 

Add a Company Manually

Companies can be added manually, one at a time, using these steps:

1. Navigate to Data tab from the top menu bar

2. Choose Custom Objects

3. Click Companies

4. Click New Company

5. Enter the company's information

6. Click Save

Quick Add a Company

Basic details on companies can be added from the All Companies page, using these steps:

1. Navigate to Data tab from the top menu bar

2. Click Custom Objects

3. Click Companies

4. To the left of the All Companies table, click + icon

5. Enter the company's information

6. Click the ✓ to save each data point

Mass Upload Companies through a CSV File 

Large groups of companies can be uploaded through .CSV Files, using these steps:

1. Navigate to Data tab from the top menu bar

2. Click Custom Objects

3. Click Companies

4. Click the V next to New Company

5. Select Upload Companies