About the Wizards in the Companies Service

The Companies service supports the following wizards, which can be launched from a Companies view's toolbar:

• Bulk Orders wizard: Generates an order for a particular set of products for each company selected in the view. See Using the Bulk Order Wizard for details.
  
  
• Add to Campaign wizard: Adds companies to a campaign's prospect list. See the Creating a Campaign with a Wizard for details.
  
  
• Account Manager Transfer wizard: Automates the process of changing account manager for one or more companies. See Using the Account Manager Transfer Wizard.
  
  
• New Company wizard: Walks a user through the process of creating a new Companies record. See Using the New Company Wizard.