Connecting a Company to a Contact

Learn to connect a Company to a Contact

Updated: September 23, 2024

If you come into a situation where you got one owner with multiple properties that you are to bring onboard, Company is going to be the key.

Step1 is to Create a Company

To add contact in the system, click on the +plus icon

Fill out the form and hit Save at the buttom

Once the contact is added, click on Company tab, select the Company you want the contact to be added and hit Apply button.