Assign A Contact To A Company

Introduction

People can be assigned to a company record individually or as a group.

 

Step-by-Step Instructions

  1. To Assign a Contact to a Company From a Contact Record:

    1. Open the contact record.
       
    2. Click on Search to choose an existing company.


       
    3. Click the Select link next to the company that the contact should be assigned to. (Using the search capabilities may make it easier to find the company. Type all or part of the company name and click Search.)


       
    4. Click on the Save button to apply the update.

     

  2. To Assign a Contact to a Company From a Company Record:

    1. Open the Company record.
       
    2. Click on the Contacts tab.


       
    3. Click on the Add a Company Contact button to create a new contact record or start typing the name of the person to select an existing contact. (If a new contact is being created via the Add a Company Contact button, the following 2 substeps will not be needed, as the new contact is automatically linked to the combany through this manner.)


       
    4. Click the Link Contact button, then click OK.

     

  3. To Assign a Group of Contacts to a Company

    1. Do a contact search from CRM > Contacts by entering the search criteria (company name, email address, etc.) for the contacts that should be assigned to a company.
    2. Review the list and mark the checkboxes for the contacts that should be assigned to the company.
       
    3. Click on the Actions button and select Assign to Company.


       
    4. Click on Search to choose an existing company.


       
    5. Click on the Process Action button.