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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 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://support.actionstep.zendesk.com/hcsupport/en-ussolutions/articles/360001861428150000132459-Companycompany-Contactcontact-Recordsrecord in Actionstep Help Center

Hands-on

 
  • Access company contact record.

  • Add any missing information to Company Contact Record

Continue to Contact FAQ =>