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...