How can I add a Company Name to a contact?
When you create or edit a new contact, there is an option to associate a company name with that contact. Here's how to do it:
- Step 1: Navigate to the new contact section (the quickest way to do this is via the + symbol on the right hand header)
- Step 2: Scroll down through the fields to find the Company Name section.
- Step 3: Simply enter the company name in this field, and the contact will be linked with the company.
The screenshot below shows you exactly where to find the company name field in the contact form:
Once you've added the company name to a contact, you can easily search for that contact by company name using the search functionality.
- Step 1: Go to Contacts
- Step 2: In the left hand sidebar, select the "Company Name" field and type the company name you're looking for
- Step 3: Hit Apply Filter, and the results will show contacts associated with that company
Here's a visual guide to help you search for a contact by company name:
