Instructions on how to associate person contacts with companies.
Associating a Person with a Company
A person can be associated with a company in two different ways: through the person's card or through the company's card. Persons linked to a company are typically members of the company's staff or board members.
Method 1: Associating a Person with a Company through the Person's Card
1. Navigate to the CRM's person contacts by selecting on the system's administration side:
→ "CRM"
→ "Contacts"
→ "Persons"
→ Locate the desired person in the system using search filters and click on the person's card to open it.
2. Then on the person's card:
→ select "More" at the bottom left
→ "Link to a company"
3. Find the correct company in the system and click 'OK.'
4. The person is now linked to the company, and the company's information will appear on the person's card.
You can view individuals linked to a specific company through the 'Persons' tab on the company card.
Method 2: Linking a person to a company through the company card
1.Navigate to company contacts in the system administration:
→ "CRM"
→ "Contacts"
→ "Companies"
→ Find the desired company in the system using the search filters and click on the company card.
2. After that, open the "Person" -tab on the company card.
3. Select "Add new" from the top corner of the page.
A new person can be added either from existing contacts or a completely new contact can be added to the system at this stage.
4. Search for the person to be linked from existing contacts (or a new contact can also be added), and press "Link selected person."
The person is now attached to the company, and the company's details will appear on the person's card.
People linked to a specific company can be viewed through the "People" tab on the company card.
