Connect an existing contact to a company

If at the time of the import, you did not connect contacts to companies, you can do so afterwards.

To connect an existing contact to a company, follow the steps below:

1. Go to CRM -  Companies and select the relevant company in the list. Click on it to open it, then click on the Edit Company icon in the toolbar. 
   
   
2. Under the Contacts tab, type the contact name in the field Connect contact. The auto-complete matches what you type against what is registered and suggestions are displayed. Select the contact you want to link to the company and Save.
   
   
3. You can also click on the selection button to choose a contact from the contact registry. See below.
   
   
   
   A new window opens where all registered contacts are displayed. Click on the contact you wish to select. One contact can be connected to several companies. 
     
   
4. Click on Save.