Click the Contacts link
Selecting this link will navigate you to the Contacts section, where you can manage and access your saved contacts within the CRM.
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Geteilte Anleitung
Link a contact to a company in your CRM
Link a contact to a company in your CRM by navigating to the Contacts section, selecting Jane Doe, and associating her with an existing company through the provided search…
viktoriaLink a contact to a company in your CRM by navigating to the Contacts section, selecting Jane Doe, and associating her with an existing company through the provided search functionality.
Step-by-step Guide7 Schritte
Click the All contacts option
This action will display all the available contacts in your list, allowing you to view and manage them as needed. If there are no matching records, a message will indicate that no contacts meet the current filters.
Loading screenshot…100%Click the contact name 'Jane Doe'
This action will open the contact details for Jane Doe, allowing you to view or edit her information in the Contacts section.
Loading screenshot…100%Click the Add button
Clicking the 'Add' button allows you to create new entries for Companies, Deals, Tickets, or Payment Links associated with this contact.
Loading screenshot…100%Click here to add an existing company
This action opens a search function allowing you to find and add an existing company to the contact. You can browse through recently added companies or enter a name to find a specific organization.
Loading screenshot…100%Click the Next button
Clicking the Next button allows you to proceed to the second step of adding an existing company to the contact. This action may trigger the application to save your current selections and display the relevant information for the next stage.
Loading screenshot…100%Click the Save button
After clicking the Save button, any changes made to the association of the existing company with Jane Doe will be confirmed and stored in the system.
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