Contacts
Group contacts by company
Keep the businesses your contacts work for, with their people and open deals in one place.
1 min read
Useful if you work for other businesses: letting agents, landlords, offices. A company page shows its people, open deals and notes together.
Add a company
- Open Companies, inside Contacts.
- Choose Add company.
- Add its Name, and its Website, Phone, Address and Notes if you have them.
Link people to it
- On the company's page, use Link a contact.
- Or set Company on the contact.
If a contact already has that company's name typed in, they're linked automatically when you add the company.
Tick Add to Companies on the contact form to create the company while you're adding the person.
Deleting a company
Its contacts stay. They're just no longer linked to it.
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