How do I associate a contact to a company?

To associate contacts with a deal, please see the steps below.

1. Hover over the CRM button on the left menu bar and select Companies. Click on the company you want to associate the contacts to.

2. Click the contacts tab. Click the + Associate New Contact button on the top right.

3. Enter the contact details and click the save button. 

Please note that the position lists what a contact's position is when making choices on behalf of the deal, not their job title. For example, you can list someone as the decision maker. You can also select if a contact will be the primary contact for the deal. Click the save button when done.

Making a Contact the Primary Contact

You can make the contact the primary contact of a deal by selecting this option when you are on a deal’s detail page. 

Under the Contacts tab on a deal’s detail page, select the radio button on the right to make the contact the primary contact for the deal.