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Creating multiple contacts for one company

Learn how to create multiple contacts and link them to the same company.

From the company record:

  • If the company currently has no contacts, select the link “Enter a contact at this company” under the “Company info” section on the right.
  • If the company currently has associated contacts, select the link “Add another contact at this company” under the “Contact info” section on the right.
  • Enter the relevant contact details like name, email, and phone number.
  • When you create the contact, it will automatically be linked to that company record.
  • Repeat this process to create additional contacts at the same company.

From any other page in the CRM:

  • Mouse over “Contacts” in the navigation bar and select “Add a new contact” in the menu.
  • In the dialog that appears, enter the relevant contact details like name, email, and phone number.
  • In the “Company name” field, begin typing the desired company name. A dropdown list will populate based on your existing companies, and you can select the appropriate company name there. If the company doesn’t yet exist, type the full company name to create the company and the contact at once.
  • When you create the contact, it will automatically be linked to the existing company record.
  • Repeat this process to create additional contacts at the same company.
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Keywords:
Link, employer, employees, many, attach
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