Before you start
You have added contacts.
1. Add a company
Open Manage › Companies and click New company. Enter the name, address and other details.
2. Assign contacts
Open the company and assign the right people in the Contacts tab. Each contact belongs to exactly one company.
3. Use company types
Sort your companies with company types, for example “Business customer” or “Broker”. Admins set the types under Configure › Organization › Resources.
Frequently asked questions
No, a contact belongs to exactly one company.
Your agent always calls a contact. So assign a contact person to the company.