How it works

How it works
A company record is the business itself, with its own details. The people are still contacts. You link them to the company. Then you can see every person and every job for that business in one place.

2 ways to do it

Set up the company once. Then email everyone at it in one go when you have news for the whole business.

Set up a company and link people

Open Companies
Go to CRM > Companies.
CRMCompanies
Create the company
Add a new company and fill in its details: name, phone, address, website and anything else you keep on file.
Name it as it appears on invoicesSmith Transport Pty Ltd
Link the people
Add the contacts who work there. Do the same for any opportunities or jobs, so they show on the company record.
Check it
Open the company. Every person and job should show on the one page.

When it's done

Each business client has one company record with all its people and jobs linked.

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