Linking Contacts to Companies
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Linking Contacts to Companies Overview
Explore how to link contacts to companies, improving organisation and ensuring efficient management of relationships and contact information.
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How to create a Company
Learn how to create a company profile, set up details, and organise configurations for efficient company management in your system.
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How to Add a Company to a Contact
Learn how to add a company to a contact, linking the two for better organisation and streamlined management of your contact database.
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How to Edit a Company Contact
Learn how to edit a company contact, ensuring that their details are updated and accurate for effective communication and management.
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How to remove a Company Contact
Learn how to remove a company contact, ensuring your contact database stays updated and accurate by deleting unnecessary or outdated entries.