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How do I associate a contact/deal/company?

Associate contacts with the company they work for, deals with the contacts you are communicating with etc. The UI for contacts/companies/deals is very similar, we have an example of how to associate a contact to a company below:

How to associate a new company with a contact


1. Click on Contacts

Click on Contacts

2. Click on Contacts

Click on Contacts

3. Click on any contact

Click on any contact

4. Click on + Add

Click on + Add

5. Add the company's domain name

Add the company's domain name

6. Add the name of the company

Add the name of the company

7. Click to assign an owner

Click to assign an owner

8. Click "Create new" to save/ associate your company.

Click "Create new" to save/ associate your company.

To associate a contact to an existing company, go to step 5 and click the "add existing" tab. Then search for the contact you would like to associate.