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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

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