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contactsSmart ListsCompany Object Feature: A Manual Way to Organize Contacts

TABLE OF CONTENTS

What is the Company Object Feature?

The Company Object allows you to associate multiple contacts with a single company entity, making it easier to manage client relationships at the organizational level. This is particularly useful when your team interacts with various people from the same business. By grouping them under one record, you can view collective engagement, centralize data, and improve communication across touch points.

Key Benefits of the Company Object Feature

Using the Company Object provides practical advantages for managing contact relationships:

  • Organized Contact Management: Easily group multiple contacts under one company.
  • Consolidated Activity Tracking: Monitor interactions and activities related to a company.
  • Enhanced Relationship Insights: Gain a complete view of how your team engages with an organization.
  • **Efficient Communication:**Easily communicate with all contacts linked to a company.
  • Improved Data Accuracy: Maintain consistent and updated information across company-associated contacts.

How to Create the Company Object

Follow these steps to set up a new company in TWIM CRM:

**Step 1:**Navigate to the Companies Section:

  • Use the main navigation bar on the left to navigate to Contacts
  • Navigate to the tab labeled Companies in the secondary navigation ribbon at the top of the page

Step 2: Add a New Company

  • Click on the blue button at the top right labeled + New Company.

**Step 3:**Enter Company Details

Enter the company details in the box on the right of the screen. Below are the details you are able to add:

  • Company Name (mandatory)
  • Phone Number
  • Email
  • Website
  • Description
  • Address Details (Street, City, Postal Code, Country)

How to Edit or Update Company Details

  1. Go to the Company List

    • Use the main navigation bar to Navigate to Contacts
    • Select the Companies tab in the top navigation bar
    • Click the three dots (...) next to the company you would like to edit and choose Edit Company

  2. Update Details

    • Modify any necessary fields.

  3. Save Changes

    • Click Save to apply the updates.

How to Delete a Company

  1. Go to the Company List

    • Use the main navigation bar to Navigate to Contacts
    • Select the Companies tab in the top navigation bar

  2. Select the Company to Delete

    • Click the three dots (...) next to the company you would like to edit and choose Delete Company

  3. Confirm Deletion

    • Click Yes to confirm.

How to Add Contacts to a Company

  1. Navigate to the Contact’s Profile

    • Use the main navigation bar to Navigate to Contacts
    • Find the Contact you would like to add to the company and click on the contact's name

  2. Assign the Company:

    • Select the Companytab in the secondary navigation bar on the left of the page
    • Search for and select the company.

  3. Save Changes

    • Click Save to update the contact’s association.

How to Remove a Contact from a Company

  1. Access the Company Profile

    • Use the main navigation bar to Navigate to Contacts
    • Select the Companies tab in the top navigation bar
    • Select the company.

  2. View Associated Contacts

    • Navigate to the Contacts tab.

  3. Remove the Contact

    • Click the Trash Bin icon next to the contact.

  4. Confirm Removal

    • Click Yes to finalize.

Note: Removing a contact from a company does not delete the contact; it only removes the association.

Automate Contact-to-Company Assignment

You can automate this process based on the “Business Name” field in contacts.

To enable:

  • Go to Settings > Objects > Company
  • Toggle Automatically Create and Associate Companies from Contact Business Names

Frequently Asked Questions

Q: Can I assign multiple companies to a single contact?
No, a contact can only be associated with one company at a time.

Q: Will deleting a company removes all its contacts?
No, it only removes the company association. Contacts remain in your database.

Q: Can I bulk assign contacts to a company?
Yes, select multiple contacts in the contact list and assign them to a company at once.

Q: How do I find all contacts linked to a specific company?
Navigate to Contacts > Companies, select the company, and view the Contacts tab.

Q: Can I automate contact-company associations without manually assigning them?
Yes, enable Automatically Create and Associate Companies from Contact Business Names in Settings > Objects > Company.

  • Company Object Automation
  • Getting Started with Custom Objects
  • Importing Contacts and Opportunities via CSV
  • Associations for Custom Objects
  • Workflow Action - Create Contact
  • Company Based Workflows - Company Triggers & Actions
  • Custom Objects and Company Objects in Forms, Surveys & Quizzes
  • How To Import Companies Via CSV
  • Workflow Action - Clear Fields of Company or Associated Contact
  • Company Object Automation
  • Workflow Action – Create Company or Associated Contact
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