Companies

Create company records and assign contacts to companies

Articles

 Company record overview
Company records are most useful to B2B businesses that need to see a  consolidated view of the people and activity related to a company.  Company records link together multiple contact records to give you a  snapshot view of ...
Create a company record
To Create a Company Record Go to CRM > Companies in the master nav.   Select Add a Company from the company menu.   Enter the Company Information.   Click on the Save and Add a Contact to this Company button. Note: Y...
Assign a contact to a company
Assign a Contact to a Company From a Contact  Record Open the contact record.   Click on Search  to choose an existing company.   Click the Select link next to the company that the contact should be assigned to. (Usin...