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Working with Companies

Companies​

A Company represents a customer's organization.

Adding a Company​

Create New Company

Updating a Company​

PolyCRM uses in-place editing, so in order to update any attribute of a Company, simply click the attribute you want to change.

Updating a Company

Deleting a Company​

To delete a Company, just click the trashcan icon on the top right of the screen.

Deleting a Company

Once a Company has been has been deleted, it is gone for good, so be careful.