How to add contacts to an existing organization
If you have multiple contacts within the same organization, you can quickly add them together by entering the same Organization name for each contact. There are two ways to achieve this.
Create a new individual contact
1
Click the
Add Contact button at the top of your Action Stream.
2
In the
Contact info page, fill in your contact's details and enter their
Organization name.
3
You will be prompted with existing organization names. If you wish to assign the contact to an existing organization, just select the one of your
choice
. Otherwise, type the new
Organization name.
4
Click
Save to create a contact.
Create a new contact from Account view
1
Open the Account view of your chosen organization → click on
Add a contact.
2
Fill in the contact's details.
Note: The
Organization field is already pre-populated with that of the
Account view.
3
Click
Save.
