VIDEO: Company First Mode

VIDEO: Introduction to Company First Mode

When you run in Company First Mode, your account will be set up to work with Companies. You can assign resources and permissions to a Company, and each Company will have a Primary Contact who will receive any related notifications. You can change the Primary Contact for each Company at any time. You will still be able to work with Individuals who are not associated with a Company.

CLICK HERE to learn more about Company First Mode


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