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
Adding a New Person to an Existing Company
Linking an Existing Contact to a Company
Adding a New Person to a Company
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.
Open the Company Details:
Click on the company's name in the search results to open its details page.
Navigate to the Contacts Tab:
Once on the company's details page, click on the "Contacts" tab.
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:
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.
Open the Contact Details:
Click on the contact's name in the search results to open their details page.
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.
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.