How to Group Contacts within an Organization using the 'Company Object' Feature

The 'Company Object' functionality allows for the creation of a new entity referred to as a "Company", under which contacts can be categorized. This feature can also function as a method for organizing a list of contacts; whereby a group of contacts can be assigned to a specific company for the purpose of monitoring collective activity.

1. Select "Contacts"

2. Select "Company"

3. Click "New Company"

Be Aware:

The fields below will require input when launching a Company:

Company name (required): This is an open text field.
Phone number: This is an optional field.
Email: This is an optional field.
Website: This is an optional field.
Description: This is an optional field.
Street address: This is an optional field.
City: This is an optional field.
Postal code: This is an optional field.
Country: This is an optional field.
Validation: Only required fields will be validated. (The Phone and Email fields are checked for correct format but it is not confirmed whether the input information is a real phone number or Email address.)

Fill in Company Name

Provide Phone Number

Fill in Email Address

Provide Website URL

Provide Company Description

Fill in Company Street Address

Provide City

Provide State

Provide Postal Code

Select Country

Click Add Company

4. List of Added Company

How to edit/update Company details

5. Click Actions

To modify the details of an already established company, navigate to the Company Tab. From there, click on the three dots adjacent to the Company, then select 'Edit Company'.

Click "Edit Company"

Edit/Update Details

Click Update

How to Delete a Company

Kindly Note:
Deleting a company does not result in its associated contacts being removed from your contact list. Rather, it only eliminates the company data from the 'Company Tab' of your contact.

6. Click Actions

To eradicate a Company, proceed to the Company Tab. Once there, select the three dots next to the Company, and then opt for 'Delete Company'.

Click "Delete Company"

Click Yes to Confirm Delete

How to add contacts to a company

7. Select Company to add Contacts

Click "Contacts"

Select a contact to add

Currently, the only method to add contacts to a Company involves manually navigating to their Company tab, searching for the desired company, and subsequently adding them to it.

Click Apply

One Contact Successfully Added

8. Click "Add Contacts" to add more

For the convenience of adding contacts to a company in large quantities, you have the option to select several contacts at once and then easily switch between them.

Select Multiple Contacts to Add

Click "Apply"

Multiple Contacts Successfully Added

How to remove a contact from a company

To disassociate a contact from a Company, first navigate to the Company tab, then select the company from which you want to remove the contact. Once inside the Company tab, switch to 'Contacts'. Find the desired contact and click the 'Trash' button next to it. When asked to confirm this action, click 'Yes'.

9. Click Icon to Delete a Contact

Click Yes to Delete

Kindly Note:
Excluding a contact from a Company does not remove the contact from your contacts list. What it does is it merely deletes the associated Company data from that contact's 'Company Tab' and takes them off the list of contacts connected to that particular company.