How do I link an existing contact to a company?

Easily link existing contact records to a company or create a new contact related to a company in your Contacts dashboard.

1. Navigate to Contacts and click "Companies" from the left menu.
   
   
   
2. Lookup company. Hover over and click "Edit".
   
   
   
3. Locate the Activity section, right column. And click on "Contacts" button.
   
   
   
4. A pop-up will display with the Company's related contacts. Click "Add Contact" button.
   
   
   
5. Click the drop-down menu to see "Available Contacts". This will show you a list of all contacts. Start typing in the box to narrow search. Click on record when found. Click "Save".
   

Notes

1. If you need to relate a brand new contact to an existing company, follow the same steps outlined above. In step 5, click "Add New Contact" button instead of using the Available Contacts drop-down.
   
   
   
2. Basic CRM is an enabled feature on the professional license. Please contact your Client Success Manager if you are interested in this product.