Admin area

Companies

Here we show you how to manage your companies. We also show you how to export their data.

Company management

1. Go to the "Company" section

 

2. Infomations / Export data

  1. Here you can search for your companies with different filters
  2. The search results are displayed here.
  3. Here you can perform various actions on individual companies. Which ones can you see here.
  4. You can add the desired companies to the selection here
  5. In this section you can see the status of the company
  6. Here you can select all contacts on the displayed page.
  7. Here you can either export all filtered companies to an Excelsheet or only the selected companies.
  8. Here you can search for a specific company by its name.

 

 

2. Actions

In the action area, the status of a company can be changed. In addition, companies can be deleted or profile information can be edited.

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Contacts

Here we show you how to manage your contacts. We also show you how to export contact data.

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