Once you have a contact in Jetpack CRM, it’s easy to assign that contact to a company. First of all you need to have the B2B (Business to Business) extension turned on.
Then, when editing a contact you should see a metabox on the right hand side of the edit page, entitled ‘Company’ (as following image shows).
Assigning a contact to a company Contact Edit
To assign a contact to a specific company, simply start to type the company name into the box which says ‘Company name…’.
From there a drop down list will appear showing your company names:
… Clicking the title will select this company, then simply save the contact the usual way.
Read more about our B2B CRM extension here.