Accessing Your Contacts Application
Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Contacts’.
Step-By-Step Guide to Linking a People Contact with a Business Contact
1. Access Individual Contact:
Hover over the desired individual contact listed under the 'People' tab and click on the name to open the record. Alternatively, click on the blue eye icon for a Contact Preview and then click 'View Record' at the bottom of the preview.
2. Open Associated Businesses:
Within the contact record screen, locate the 'Associated Businesses' category in the left-hand column beneath the contact's name and picture. Click on this tab to expand it.
3. Add Business Association:
If no businesses are currently linked to this contact and you wish to add one, click the '+' icon. A menu titled 'Add Business Association' will slide in from the right. This menu includes a dropdown list of all your existing business contacts. Select the appropriate business for this contact from this dropdown.
4. Confirm Addition:
After selecting the appropriate business, click 'Add' at the bottom of the screen. The selected business profile will now appear under 'Associated Businesses' in the left column of the contact record screen.
Step-By-Step Guide to Linking a Business Contact with a People Contact
1. Access Business Contact:
Navigate to the 'Businesses' tab, find the desired business contact and open its contact preview. Click on 'View Record'.
2. Open Associated People:
In the business contact record screen, find the 'Associated People' tab in the left-hand column and click to expand it.
3. Add People Association:
Click on the '+' icon to open a slide-in menu titled 'Add Person Association'. This menu contains a dropdown list of all your individual contacts. Choose the appropriate individual for this business contact from this dropdown.
4. Confirm Addition:
Click 'Add' at the bottom of the screen. The chosen individual's profile will now be visible under 'Associated People' in the left-hand column of the business contact record screen.
Remember to link new contacts with their affiliated businesses when applicable. This ensures an organized contact list and makes it easier to manage your deals within your dashboard.