Contact Company Overview

Step 1: To Navigate to the Company feature, Open Contacts and Click on Company. 

To Add a new company click “+ New Company”

• Fill out all of the relevant fields and click “Add New Company”

Step 2: To add a Contact to a Company

• Navigate to their Contact Card

• On the Company Tab Select the Corresponding Company

• Click ‘Apply’

Step 3: Navigate back to the Company tab, click on the Company, and you will see your Contacts there.

Step 4: Create and View Tasks at the Company Level

View all tasks of contacts associated with a company under the company details page.

Navigate to "Contacts" > "Company" > Select Company Name.

Click "+Add Task"

Here you are able to perform a few actions. You have the ability to sort tasks at column level for due date & status, to change the status of a task seamlessly and to Edit & delete tasks.

This is the very first step in helping users track activities at a company level, starting with tasks.

NOTE: You have the ability to map/associate multiple contacts with a company in one go from the company details page. Users can visit the company details page, go to the contacts tab & select add contacts option. Then they can select multiple contacts from the dropdown & map them with the company. On applying to all the contacts, they will get mapped with the company.

Step 5: If you’d like to use the “Business Name” field in contacts to create a company and associate contacts with it.

You can go to "Settings" > "Companies", and select the below setting. 

If you’d like, you can retroactively do this as well from the pop-up after enabling.