1. Home
  2. Jetpack CRM Core
  3. Getting Started
  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 of all you need to have the B2B (Business to Business) extension turned on.

Then, when editing a contact you should see a metabox on the right hand side of the edit page, entitled ‘Company’ (as following image shows).

Assigning a contact to a company Contact Edit

To assign a contact to a specific company, simply start to type 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 extension here.

Updated on November 30, 2020

Was this article helpful?

Related Articles

Still not found an answer?
If you've searched the knowledge base and still can't find a solution, please submit a ticket.