Who can do this: everyone in your company (Owners, Admins and Members).
Product: Client Portal
Where: End clients in the left menu
End clients is where your client companies and their contacts live. You share lists with these contacts, and you can see which lists each company has received.
Open End clients
Click End clients in the left menu. You see all your client companies, with the number of contacts, lists shared and the date each was added. Use the search to find one.
End clients page
All your client companies with contacts, lists shared and date added, plus search and Create new company.
Add a company
On End clients, click Create new company.
Enter the company name and click Save.
On the company page, click Add domains to add the company's web domains, for example clientcompany.com.
Add a contact
Open the company on End clients.
On the Contacts tab, click Add new contact.
Fill in the contact's email address, First name and Last name, then click Add contact.
You can also add a contact while sharing a list: type their email in Share your list, choose (add as new contact), and select their Company or add as new company.
A client company's page
The Contacts and Lists shared tabs, with Edit name, Add domains and Add new contact.
See what a company has received
Open the company and click Lists shared.
Good to know
To rename a company, open it and click Edit name.
If you use Bullhorn, you can sync your Bullhorn companies and contacts instead of adding them by hand. See Sync Bullhorn companies and contacts.
Once you've shared a list, the client company's name and domain show under the list name.
Pro tip: Add the company's web domains with Add domains. When someone opens a list from a shared link, Candidately files them under the company that matches their email domain.
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