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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 main 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: You m...
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. (Using ...