Importing Companies to a Hub

Companies can be imported into any hubs as per the requirement. Follow the below steps to import Companies to a Hub,


  1. Select Hub from the side Navigation Bar and choose the desired Hub


Choosing a Hub

  1. Select the Companies option to view all imported companies and click on the Import button (on top right) to import the companies available from the Company menu


Importing Companies to a Hub

  1. Select the Companies using selection check box and click on the Import button to complete the process


Importing Companies to a Hub (Cont.)

Notes: 

    • When a company is imported into the hub, all its associated users are also imported
    • Hub admin and above can import the company to a Hub

Removing Companies from a Hub

Follow the below steps to remove Companies from a Hub,


  1. Select Hub from the side Navigation Bar and choose the desired Hub 


Choosing a Hub

  1. Select the Companies option to view all imported companies and click on the Remove button (on top right) to remove the companies from the hub


Removing Companies from a Hub

  1. Select Companies using selection check box and click on the Remove button to complete the process


Removing Companies from a Hub (Cont.)

Notes: 

    • Upon deleting the company, all its associated details will be removed

Created with the Personal Edition of HelpNDoc: Free Kindle producer