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Adding to an organisation from within the contact

Last updated by Sam Brown on July 18, 2017 13:02

 

You can add a contact to a organisation while looking at the contacts details. In this step-by-step guide, we'll show you how!

First, you must click on the 'Contacts' section, found on the sidebar. Then, click on the name of the contact that you want to add to a group.

 

  Towardsthe bottom of the Contact page, there are six tabs: 'Groups', 'Organisations', 'Leads/Sales', 'Reports', 'Service' and 'Documents'. Click on the 'Organisations' tab

 

Simply select the organisation you wish to add the contact to from the drop-down box, and click on 'Link to Organisation'.

 

 

You have now added a Contact to an Organisation via the Contact's page!