Articles on: CRM

Linking Contact to Company

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.

Go to my account
Go to company
Go to contact
Click on Actions
Click on Bulk Import Contacts
Open your excel file and add in in the first line the following for each column
Tick Yes to the option - Create custom fields for unrecognised columns
Then click Import and Save.

Then it's time to create some companies.

Go to my account
Go to company
Go to custom fields
Go to contact
Click New Edit Company field
Select in Value Set - Default Relations
Click Save

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

Updated on: 12/07/2022