Operation 1
Create a company
Add the business once so later contacts can join it.
- 1
Open Companies and choose New company.
- 2
Enter the business name and the main phone or email.
- 3
Save. The company is ready for contacts.
Operation 2
Attach a contact
People from the same business should share one company.
- 1
Open the contact.
- 2
Choose the company they work for.
- 3
Save. A second person from that business can be added the same way.
Operation 3
Search before you create
Do not start a new company that you already have.
- 1
Search the company name before you choose New.
- 2
Open the existing company if it is already there.
- 3
Add the new person to that record instead.