Here you can manage your company contacts.
✅ Before you Start
Applies to: Admins and Organization Admins
- Admins: log in with the Admin role and open the Admin space.
- Organization Admins: log in with the Organization Administrator role and open the Organization Management panel. This role has read and write access to everything in your organization and all its workspaces.
Then, navigate to Contact Management > Companies.
🏪 Creating a Company Contact
Click Create Company to open the form:
Complete the Form
Creating, editing, viewing, and deleting company contacts works the same way as in the Managing Contacts article. The only difference is the form, where you provide:
- Avatar File: Company logo.
- Name: Company name.
- Email: Company email address.
- Phone: Company phone number.
- Website: Company website URL (optional).
- LinkedIn: Company LinkedIn profile URL (optional).
- Tags: Company-related tags to help with platform search. You can select existing tags or create new ones here.
- Published: New company contacts are inactive by default. Turn on the Published toggle to make the company visible on the platform.
Comments
0 comments
Please sign in to leave a comment.