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

1. 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.
2. Fill in the company information.
3. Click Save Company at the top of the page.

Once you’ve created a company, you can assign contacts to it.

Assign 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 the contact to view it, then click Edit Contact.
3. In the Company box, start typing the company name and select it from the list of matches.
4. Scroll to the top of the page and click Update Contact to save your changes.

Differences between a contact and a company

A contact is one person. A company groups contacts under a single record.

A company can:

• Hold invoices and transactions of its own. You can link a transaction to a company invoice from the transaction editor, the same way you do for a contact.
• Be imported, updated, and exported through CSV, and is supported by the Jetpack CRM API. Importing company fields, including company custom fields, requires CSV Importer Pro with B2B Mode enabled.

A company cannot:

• Log in to the Client Portal. Client Portal access is for contacts only.
• Have quotes assigned to it. Assign quotes to a contact instead.
• Show its contacts’ invoice and transaction totals. Invoices and transactions assigned to a contact stay on that contact and don’t appear on the company list view or the company’s single view.

For more on what a company record can do, and how to work around these limits, see Manage companies in Jetpack CRM.

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