The Companies list
Menu > Companies All companies associated with your ASIC agent number can be found on the companies page on Corporate Messenger. This is where you will also be able to access your company profiles enabling you to complete maintenance forms for each company.
- ★ Download company profile
- Update the Account Manager for multiple companies
- Is the Account Manager field the only field that allows us to allocate the company to a team or team member? Is this field compulsory to complete?
- How to export your Companies list
- What actions are available from the Actions Menu on the companies list?
- Quick company preview
- How to use Pins
- Sending text message debt reminders from the companies list
- What is the role of the Account Manager?
- How to use the search functionality
- How to access archived company?
- Why are companies being archived?
- Filtering and searching your companies