How to link contacts to a company?
If you have an existing company in Account view and want to link another contact who does not work for this company to it:
- Open up Contact view and select the company icon (see A).
- Select Link a contact from the popup (see B) and begin typing the name of your contact into the search bar.
- If the contact already exists in OnePageCRM, suggestions will begin to appear below the search bar (see C).
Choose your contact and select Link.
- Linking a contact to a company is usually only done when the contact does not work for that company but may be involved in a deal with that company. An example here would be linking an architect to a construction company for a building project you are working on.
For more information on how to access the list of all contacts under a company, check out the Working with company accounts (Account View) help article.