Linking Contact to Company
  • Updated on 22 May 2020
  • 1 minute to read
  • Contributors
  • Print
  • Share
  • Dark
    Light

Linking Contact to Company

  • Print
  • Share
  • Dark
    Light

Warning

This operation can erase existing Contact!

This method is perfect if you are using InvestGlass with NO preset fields or records. We will explain here how to create easily new fields and connect imported contacts to relations.

  1. Go to my account
  2. Go to company
  3. Go to contact
  4. Click on Actions
  5. Click on Bulk Import Contacts
  6. Open your excel file and add in in the first line the following for each column

image.png

  1. Tick Yes to the option - Create custom fields for unrecognised columns
  2. Then click Import and Save.

Then it's time to create some companies.

  1. Go to my account
  2. Go to company
  3. Go to custom fields
  4. Go to contact
  5. Click New Edit Company field
  6. Select in Value Set - Default Relations
  7. Click Save

Now contacts are linked to relations. You can check this in Opportunites or in Company / Contact lists.

Was this article helpful?