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’.
Create a Company
First, create a company by clicking on the Companies item from either your side menu, or the top menu, under Contacts.
Click on Add New, then fill out your company information. Make sure to Save it.
You can now assign this company to your contacts.
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.