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.

Create a new individual contact

Click the Add Contact button at the top of your Action Stream.

In the Contact info page, fill in your contact's details and enter their Organization name.

You will be prompted with existing organization names. If you wish to assign the contact to an existing organization, just select the name from the dropdown. Otherwise, type the new Organization name.

Click Save to create a contact.