How to link a company and its employees

Store contacts with their respective company profile in the Directory page

Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago
  1. Access the Directory tab on the upper dashboard. 

  2. Scroll down or search for your desired company profile

  3. Click on the desired company name

  4. In the pop-up menu, access the contacts tab.

  5. Search for the name of the contact you want to add and click on the name as it appears and you're good to go!

These contacts will be linked to its respective company profile in the database. You can delete the contacts at any time by selecting the orange trash symbol. Check out the steps in action below!

Did this answer your question?