Keeping your organizations well-structured makes it easier to manage relationships and communicate with your contacts. In this guide, we will explain the two available ways to add contacts to an organization, helping you keep your database organized.
From the Contact Module
1. Click on the contact you want to associate with an organization
2. Click on the three-dot menu and select “Edit Contact”
3. Select an “Organization” from the list
If the organization is not in the dropdown list, you can add it by selecting the “Add Organization” option.
Learn how to create an organization.
4. Click on "Update Changes"
From the Organization Module
1. Click on the organization you want to add contacts to
2. Click on the three-dot menu
3. Select "Edit Info"
4. Click on "Owner and Members"
5. Select the Contact(s) who are part of the Organization
Choose the contacts you want to link to this organization.
6. Click “Add” to add the contacts to the organization
7. Click "Save Changes"
