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A company contact record is automatically created when you first sign up for your Actionstep system. It contains information about your firm, and can be accessed by clicking on the name of your firm organization in the top-left corner or by hovering over that and selecting “Company Contact Record,as per the screenshot below.

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Info

https://actionstep.zendesk.com/hc/en-us/articles/360001861428-Company-Contact-Records in Actionstep Help Center

Hands-on

  •  Access company contact record.

Continue to Contact FAQ =>