Contacts that are not linked to the respective Company after a CSV import, can now be easily linked by a matching Company Name or by any other field(s) in Exelare.
To Link Contacts to Companies,
- In Exelare, click on (gear icon, at the top right corner) -> Advanced -> Link Contacts to Companies.
- Choose your Conditions like,
- Click on Link
- Once the process is completed, click on Close.
Contacts -> CompanyName = Companies -> CompanyName