How to add contacts to an existing organization
If you have multiple CRM 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.
In this article:
Create a new individual contact |
Create new contact from Organization view |
Create a new individual contact
Create a new contact from Organization view
Jump up to Article's Overview ⮝The Organization field is already pre-populated with that of the Organization view.