How to assign a contact to a company

Once you have created a contact in Jetpack CRM, it’s easy to assign that contact to a company.

First, make sure the Jetpack CRM B2B core module is enabled.

Create a Company

Go to Jetpack CRM > Companies > Add new company, or, go to Contacts > Companies > Add New from the top menu on any Jetpack CRM admin page.

Fill in the company information and click the “Save Company” button at the top of the page.

Once you’ve created a company, you will be able to assign contacts to that company.

Assigning a contact to a company

1. Go to Jetpack CRM > Contacts, or go to Contacts > View All from the top menu of any Jetpack CRM admin page.
2. Click on the desired contact to view it, and click the “Edit Contact” button.
3. Locate the “Company” box while editing the contact. Start typing the company name in the “company name” box, which will bring up a list of matching company names. Select the desired company.
4. Scroll up to the top of the page and click the “Update Contact” button to save your changes.

Conceptual differences between a contact and a company

As it’s clear that contacts and companies are different entities, there are, however, some similarities and information in common that can confuse you.

For example, a company is a contact with transactions of its own. A company can have associated contacts who also have their own transactions. Confusing, isn’t it?

To clarify what makes a company different from a contact, and what company can and cannot do in our CRM, you can keep in mind the following:

• A company is an object that has contacts.
• Contacts can have Invoices and Transactions assigned to them, but their values do not show up against the related company (company list view or single views).
• A company cannot have a Client Portal access and login — this is currently only for contacts.
• Companies feature (and can use) only a basic CSV importer, API support, and export support.
• Invoices and Transactions can be assigned to companies, but Quotes cannot.

Read here to learn more about setting up, adding, and importing contacts in Jetpack CRM.