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How to link contacts to organizations

In this how-to guide, you'll learn the straightforward process of linking your contacts to organizations using a simple five-step method.

victoriaworkflowsvictoriaworkflows
·5 steps·79 views·Published

In this how-to guide, you'll learn the straightforward process of linking your contacts to organizations using a simple five-step method. Follow along as we walk you through each action, ensuring your contacts are organized efficiently.

Step-by-step Guide5 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Type "BMR" in Downshift 1 input

  4. Click BMR

    Click BMR
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  5. Click Save

    Click Save
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