How to Organize Contacts Within a Business Using the 'Company Object' Feature

Overview of the Company Object

The 'Company Object' feature allows you to establish a new entity known as "Company" and associate contacts under it. This feature serves as a way to group multiple contacts under a single company, enabling you to track their collective activities and interactions.

Steps to Create a Company:

To utilize the 'Company Object' feature, you first need to create a company within your CRM system.

1. Navigate to Contacts > Company > New Company.

2. Enter the required information:

   • Fill in the Company Name.

   • Optionally, include additional details like phone number, email, etc.

3. Click "Add Company" to finalize the creation.

Editing or Updating Company Information:

1. Locate the company you want to edit.

2. Click the three dots next to the company name.

3. Select "Edit Company" to modify the details as needed.

Deleting a Company:

1. Find the company you want to delete.

2. Click the three dots next to the company name.

3. Choose the "Delete" option.

Associating Contacts with a Company:

1. In the CRM, go to the Contacts section.

2. Select the contact you wish to link to a company.

3. Navigate to the Company tab, search for the company, and add the contact.

Detaching a Contact from a Company:

1. Go to the Company tab and choose the relevant company.

2. Switch to the Contacts section.

3. Click the Trash icon next to the contact you wish to remove.

4. Confirm the action by clicking "Yes." This action only removes the company association and does not delete the contact itself.

This guide provides you with the essential steps to manage and organize your contacts using the 'Company Object' feature effectively.