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.