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Add a (new) contact to an existing company
Add a (new) contact to an existing company

Read here how to add a new contact or link an existing contact to a company

Thomas van Beek avatar
Written by Thomas van Beek
Updated over a week ago

To keep your contact database up-to-date and ensure all relevant individuals are associated with their respective companies, you can easily add new contacts to existing companies. Follow the steps to add a new person to a company's contact list.


Table of Contents

  1. Adding a New Person to an Existing Company

  2. Linking an Existing Contact to a Company


Adding a New Person to a Company

  1. Search for the Existing Company:

    • Go to the contact database and use the search function to find the company you wish to add a person to.

  2. Open the Company Details:

    • Click on the company's name in the search results to open its details page.

  3. Navigate to the Contacts Tab:

    • Once on the company's details page, click on the "Contacts" tab.

  4. Add a New Contact:

    • You will see a list of all current contacts linked to this company. To add a new person, click the ‘+’ icon located in the upper right corner of the list.

    • A popup will appear where you can enter all relevant information about the new contact.

    • After filling in the details, click 'Add Contact' to save the new contact to the company.

Linking an Existing Contact to a Company

If you already have a contact in your database who needs to be associated with a specific company, you can link them easily. Follow these steps to link an existing contact to a company:

  1. Search for the Existing Contact:

    • If the person you want to link to the company is already in your database, search for their name in the contact database.

  2. Open the Contact Details:

    • Click on the contact's name in the search results to open their details page.

  3. Link the Contact to a Company:

    • In the contact details page, you will see an area labeled "Company" with ‘No Company’ displayed if the contact is not yet linked to any company.

    • Next to this, there will be a small chain icon. Click on the chain icon.

  4. Select the Company:

    • A popup will appear prompting you to search for the company name in your address book.

    • Enter the company's name and select it from the search results.

    • Click to confirm the link.

By following these steps, you can efficiently manage and link contacts to their respective companies in your contact database.

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