To Delete One, Multiple or All Companies
Click on the checkbox field (far left) and choose individual or multiple companies
- Select multiple companies to mass delete or delete all to remove companies
- Click Delete Selected or Delete All
*Please note this is permanent. Please export or import your companies before deleting all as these My Companies cannot be recovered once removed.
To Import One, Multiple or All Companies to CRM
- Select multiple companies to mass import to CRM
- Click Import Selected or Import All to mass import multiple or all selected
- Once the CRM icon is filled in (color change from white to blue) your Company is imported into your CRM, automating data entry pressing one button
*Please note if you see a Red or Yellow Flag further input is required.
- Click on any red flag to observe and correct an error. Most commonly you must reconnect your CRM. Follow these instructions here to Add to CRM.
- Click on any yellow flag to review Seamless.ai duplicate checking
*Please note you will be given the options to add a new Account or append to an existing Account. Once you make a selection Seamless.ai will update this record
To Download One, Multiple or All Companies to .csv
- Select multiple companies to mass import to CRM (click the checkboxes)
- Click Download Selected or Download All to generate a .csv of your My Companies. A file download will be available shortly!