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About the Wizards in the Companies Service
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.
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