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  5. How to assign a contact to a company
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  4. How to assign a contact to a company

How to assign a contact to a company

Once you have a contact in Jetpack CRM, it’s easy to assign that contact to a company. First you’ll need to ensure the B2B (Business to Business) module is turned on.

Then, when editing a contact you will see a box on the right side of the edit page entitled ‘Company’.

Assigning a contact to a company via Contact Edit

To assign a contact to a specific company, simply start typing 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 module here.

Updated on May 3, 2022

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