How to Group Contacts within an Organization using the 'Company Object' Feature

How to Group Contacts within an Organization using the 'Company Object' Feature

1. Click "Contacts"

To create a Company List, navigate to the Contacts section.

2. Click "Company"

Access the Company tab.

3. Click "+New Company"

To initiate the creation of a new company record, click "New Company".

4. Add New Company

The following fields must be filled in to complete the form.

5. Click "+Add Company"

Click to add the company record to save.

6. Click "Smart Lists"

To add an existing contact to a company, access the Smart Lists section.

7. Select Contact

You may select 1 or more contact to add on your list.

8. Click "Company"

Once selected, you will need to select the company option.

9. Search Company Name

Use the search bar to look for the company name.

10. Click "Apply"

Click on "Apply" to save.

11. Click "Company"

To view the list of your company contacts added, access the company tab.

12. Select Company Name

Select the Company name you wish to view.

13. Click "Contacts"

Access the Contacts section to see the list.

How to create a company?

To create a company head to Contacts > Company > New Company

Fill out the information in the fields provided and then click on Add Company:

Please Note

The following fields are to be filled out when creating a Company:
Company name (mandatory): Open text field
Phone number: Optional field
Email: Optional field
Website: Optional field
Description: Optional field
Street address: Optional field
City: Optional field
Postal code: Optional field
Country: Optional field
Validation: For mandatory fields only (Phone and Email are validated only for correct format, not checked whether they are actual phone numbers or E-mail addresses)

How to edit/update Company details:

To edit the details of an existing company, Go to the Company Tab and hit the 3 dots next to the Company and hit Edit Company:

How to Delete a Company:

To delete a Company, Go to the Company Tab and hit the 3 dots next to the Company and hit Delete Company:

Please Note:

Deleting a company does not delete its contacts from your contacts list, it only removes the Company information from that contact's Company tab.

This Tab here:

Becomes blank:

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How to add contacts to a company:

At the moment the only way to enter contacts into a Company is by manually heading into their Company tab, Searching for a company, and then adding them to it:

1. Select Contact

Select a contact to add on your list.

2. Click "Company"

Once selected, you will need to select the company option.

3. Search Company Name

Use the search bar to look for the company name.

4. Click "Apply"

Click on "Apply" to save.

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You can mark multiple contacts and then switch between them for ease of adding contacts to a company in bulk:

1. Select Multiple Contacts

You can mark multiple contacts and then switch between them for ease of adding contacts to a company in bulk:

2. Click Contact

Click contact to add on your list.

3. Click "Company"

Once selected, you will need to select the company option.

4. Search Company Name

Use the search bar to look for the company name.

5. Click "Apply"

Click on "Apply" to save.

How to remove a contact from a company:

To remove a contact from a Company please head to the Company tab, click on the company you want to remove the contact from, Switch to Contacts inside the Company tab, Hit the Trash button next to the contact you want to remove from that Company, When prompted to confirm, Click on Yes.

1. Click "Company"

To view the list of your company contacts added, access the company tab.

2. Select Company Name

Select the Company name you wish to view.

3. Click "Contacts"

Open the contacts tab to view the list.

4. Remove Contact

Click "Remove Contact"

5. Click "Yes"

Click "Yes" to confirm the removal of the contact.

Please Note:

Removing a contact from a Company does not delete the contacts from your contacts list, it only removes the Company information from that contact's Company tab and removes them from the list of contacts in that company.