After adding a company to the mOS, making modifications or deleting it is a straightforward process. This help file will walk you through the exact steps.
✋ Before we start: please note that the ability to delete a company in the mOS requires an Admin role.
🔄 Your companies will seamlessly sync from Salesforce, automatically importing them into the mOS. Any new companies added directly in Salesforce afterwards will also be imported.
Editing a company
Once a company is added, it will display on the Companies screen of the mOS. To edit it, follow the instructions below:
- Go to the Companies screen
- Find the company in question
- Click on its name (the one that's in bold and blue).
- Right at the top, select the pen icon
- Rename the company and hit Save
Deleting a company
Once a company is added, it will display on the Companies screen of the mOS. To delete it, simply follow the instructions below:
- Go to the Companies screen
- Find the company in question
- Click on the ellipsis on the right-hand side
- Select Delete and Delete Company
⚠️ Deleting a company will cause losing information about all related opportunities and contacts.
Once you've completed these steps, the selected company will disappear from the screen.