Linking Existing Contacts to Companies

Instructions

To Link an Existing Contact to a Company, please follow the steps below

  1. Open a Contact Tab and locate an existing contact record
  2. Open the contact record by double clicking on the contact or clicking the ‘Open’ icon
  3. Click on the ‘Company’ field drop down icon
  4. A new window will open allowing you to locate a company record
  5. Click on the Company you want to link the Contact to
  6. Click “OK”
  7. Click on ‘Save & Close’

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