Companies

Introduction: Manage the companies associated with your account to ensure you’re working with the correct organization and data within LeadIS. This is used mostly for Multi-tenancy agencies or companies that was to separate their locations.

Steps to Manage Companies:

1. Navigate to the Companies Section:
   • Log in and go to “Settings” > “Companies.”
2. View Linked Companies:
   • See a list of companies associated with your account.
3. Add a New Company:
   • Click “Add Company” and input the required details, such as:
     • Company Name
     • Website
     • Industry
4. Edit Existing Companies:
   • Select a company from the list and click “Edit” to update its details.
5. Switch Between Companies:
   • If you have access to multiple companies, use the dropdown menu at the top to switch between them.
6. Remove a Company:
   • For accounts no longer in use, select the company and click “Remove” (requires admin approval).

Tips:

• Ensure each company’s details are accurate for proper lead and data management.
• Confirm permissions and access levels when adding or removing companies.