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:

  1. Open up Contact view and select the company icon (see A).

  2. Select Link a contact from the popup (see B) and begin typing the name of your contact into the search bar.

  3. If the contact already exists in OnePageCRM, suggestions will begin to appear below the search bar (see C).

  4. Choose your contact and select  Link.

NOTES
  • 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.

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