CUSTOMER RECORDS / 6 MIN READ
Add people and companies
Build a connected account view instead of scattered contact lists.
Plan: Free4 clear steps
Follow the steps
01
Create the company
Open Companies, add the organization name, then save any known domain, location or contact details.
02
Create the person
Open People and add the person’s name and available contact information. Avoid inventing missing details.
03
Link the records
Associate the person with the correct company. Check for similarly named accounts before choosing one.
04
Add useful context
Record a note or task on the relevant record so the next teammate understands the relationship.
BEFORE YOU MOVE ON
Check the result
The person appears on the intended company and the company is visible from the person.
Worth knowing
Search before creating records to avoid duplicates.