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.