Companies

Getting Started

  • Getting Started with Companies

Using Company Fields Across Fortunyx

  • How to Use Company Fields in Emails, Workflows and Documents

Smart Lists & Segmentation

  • Company Smart Lists in Fortunyx - Save, Share & Reuse

Bulk Actions & Export

  • Bulk Delete Companies

  • Export Companies to CSV in Fortunyx (Bulk Export)

Automation & Workflows

  • Automatically Create & Associate Companies in Fortunyx

  • Company-Based Workflows in Fortunyx: Triggers & Actions