Company Object
The Company Object feature gives you the ability to create a new entity called “Company” and map contacts under them. This can also be looked at as a grouping mechanism for a list of contacts, where a list of contacts can be mapped to a company and their consolidated activities can be tracked.
Creating a Company:
In order to use company object feature, you need to have company created in your CRM.
Navigate to Contacts > Company > New Company.
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Fill in details like Company name, optional info (phone, email, etc.)
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Click "Add Company."
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Editing/Updating Company Details:
- Simply click the 3 dots next to the Company you wish to edit.
- choose "Edit Company" button to update your details effortlessly.
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Deleting a Company:
- Click the 3 dots next to the Company you wish to Delete.
- Click the Delete tab.
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Adding Contacts to a Company:
- Go to contacts section of the CRM and select the contact that you want to link with the company
- Click the Company tab. Search for the company and add them.
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Removing a Contact from a Company:
Navigate to the Company tab, select the desired company, switch to Contacts, click the Trash button next to the contact you wish to remove, confirm with a "Yes." It's essential to note that removing won't erase the contacts; it solely removes the Company information.
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