COMPANY: Understanding Companies
What is a Company?
A Company is an entity that contains associated Contacts. There is no limit on the number of Contacts a Company can have.
Contacts can be added and removed from Companies freely. Assigning Contacts to Companies allows you to easily keep track of communication and metrics related to these Contacts.
If you are using Company First Mode, every Company is required to have at least one Contact.
CLICK HERE to learn more about Company First Mode
How do I create a Company?
If you are not using Company First Mode, navigate to CRM > Contacts. Click the Companies tab in the top navigation menu bar.
If you are using Company First Mode, navigate to CRM > Companies.
Click the +Add Company button.
Give the new Company a Name. You can upload a logo for the Company, which will have the same function as an avatar for a Contact.
Creating a new Company requires assigning at least one Associated Contact. If you are using Company First Mode, you will also be required to designate a Primary Contact.
You can use the +Add Contact button to quickly add a new Contact into your CRM.
You can optionally select a Category for the Company. You can also fill in any fields that appear on the Company Detail View screen.
CLICK HERE to learn about Content Categories
If you have Company First Mode on, you can assign the Company to a Circle.
You can choose whether or not create a special Company Circle. Any time you update the users within the Company, the changes will also be reflected in this Circle.
CLICK HERE to learn about Company Circles
If you have Company First Mode on, you can assign the Primary Contact of the Company to an Email Marketing List.
CLICK HERE to learn about Email Marketing Lists
If you have Company First Mode on, you can apply an Event Template to the Primary Contact of the Company.
CLICK HERE to learn about Event Templates
How do I add an existing Contact to a Company?
Navigate to the Companies screen. Click on the Options dropdown menu and select View Company / Contacts.
This will direct you to the Company Detail View. Click the +Add Quick Contact button.
Choose Assign Existing Contact. A dropdown menu will appear in which you can choose multiple Contacts.