Help Center

Export Results: Use this action to export the results of your search as a csv.

Export to HubSpot: This action is visible if the HubSpot integration is enabled in your site, and you have the User Permission ‘Contact/Company Export’. Use this action to generate an export of your companies that can then be imported directly into HubSpot. Different from the normal ‘Export Results’ option, this action will only export fields relevant for HubSpot.

Create Mailing List: To create a contact email list, use the Create Mailing List action. In the popup, you will need to name your list and choose an account to use such as Mail Merge or MailChimp. For the company search, you will also be required to select which contact role you want to be added to the list, so the system knows whether to use the primary company contact, or its billing contacts, for example. There is also the choice to associate the list with a marketing campaign. Alternatively, you could add your results to an existing contact list. Once created, these lists can be accessed by going to Contacts >Contact Lists. For more information about mailing lists, see the help center page Creating and Managing Lists.

Create Call List: Similar to mailing lists, you can create call lists from the company search page. Call lists allow your reps to view queued calls they need to make and mark them as completed, left a message, etc. In the Create Call List popup, you will need to name your list and select a contact role, so the system knows which company contact to add to your list. There is also the option to associate the list with a marketing campaign. Alternatively, you can add your search results to an existing call list. Once created, your call lists can be accessed by going to Home >My Call List. For more information about call lists, see the help center page Creating and Managing Lists.

Save This Search: If you run a search that you know you will want to reference again, a good option is to Save This Search. Saving a search doesn’t save the results of the search, instead it saves the search parameters entered. In the popup, simply name your search and click save. You can reference saved searches from a number of places throughout the site, including on the company search page, by going to Contacts > Saved Company Searches, or by using the quick link icon on the top menu and going to Saved Searches > Companies.

Update Selected Companies: If you use the checkboxes on the left side of your search results to select at least one company, you will see an additional bulk action called Update Selected Companies. The following actions will bulk update all of the selected companies. To perform any of these actions, you need the user permission ‘Bulk Company Changes’.

Set Primary Category: To bulk edit the primary company category, use this action. In the popup, you will need to choose the new category you would like to set. This action will set the new category regardless of what the current primary category is.

Change Primary Category: Changing the primary category will take any companies with a chosen current primary category and change it to a new primary category. In the popup, you will see a current category field, and a new category field. Any companies selected that have a different current primary category than the one entered in the popup will instead get the new company category set as a secondary category, and they will keep their current primary category.

Add Secondary Category: In this popup, choose the company category to add as a secondary category to all of the selected companies, and click apply to update them.

Set Payment Term Discount: If you would like to bulk apply the settings for a Company Payment Term Discount, then use this action. To apply the settings, you will need to enter the number of days after the invoice date that the discount is valid for, as well as the discount percentage. For more information about the Company Payment Term Discount, click here.

Add Secondary Rep: Use this action to add an additional rep to all of the companies selected. Only one secondary rep can be added at a time.

Change Market: This action changes the selected companies’ markets to the one chosen in the popup, regardless of what their current market is.

Change Publisher: Use the single select in the popup to choose a new publisher to change the selected companies to, regardless of what their current publisher is.

Change Company Type: You can use this action to change a company from one type to another. In the popup, choose what the new company type should be. This action is restricted to company types that allow sales. For example, you cannot use the bulk action to change companies from Advertisers to Agencies.

Change Payment Term: Use this action to change company payment terms in bulk. The new payment term will be set on all of the selected companies.

Change Additional Company Detail: This bulk action lets you edit company dynamic attributes. In the popup, you will need to choose which attribute to change. Only one attribute can be edited in bulk at a time. Pick the attribute and enter the new value. When you click apply, the attribute will be added to all of the selected companies.

When updating a multi-select attribute, you have a choice between Replacing Values, and Appending to Existing Values. Replacing is the default behavior, and will remove any existing values for that attribute and replace them with the new value set in the popup. Appending to Existing values means the bulk update will not remove any existing values for that attribute on the company record. Instead it will add to the values that are already there.

Change Ticket Assignment User: Use this action to set the company level ticket assignment in bulk. The user set in this field will be assigned to all tickets created for  the company, and will override any system defaults, publication, or product level ticket assignments. If there are users already set in this field, they will be removed and the user set in the bulk action will be set instead.

Activate: The activate action is relevant for inactive companies. You can use the ‘Include Inactive Companies’ or ‘Only Include Inactive Companies’ search criteria to find your inactive company records in the search results. Then, select the companies you want to activate, and use this action to re-activate them in bulk.

Deactivate: Use this action to deactivate companies in bulk. Any companies without open account balances, and without open invoices can be deactivated in bulk. If the company has an open account balance or open invoice, then it will need to be deactivated individually. For more information about deactivating companies, click here.

Activate Exports: On individual company records, users can turn on or off the ‘Company Information is Exportable’ field. This action allows users to turn on that setting in bulk. If a company’s exports were already activated, no change will happen to that record. You will only see this action if you have the ‘Export Generation & History’ user permission.

Deactivate Exports: The opposite action of ‘Activate Exports’, this allows users to turn off the ‘Company Information is Exportable’ setting in bulk. If a company’s exports were already deactivated, no change will happen to that record. You will only see this action if you have the ‘Export Generation & History’ user permission.