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How to add a lead to a company

Irene (Ayee) avatar
Written by Irene (Ayee)
Updated over 2 months ago

How to Add a Lead to a Company

  1. Go to the lead’s profile.

  2. Find the Company field on the lead’s page.

  3. Click the Company field to either:

    • Search for an existing company, or

    • Add a new company if it doesn’t exist yet (usually by typing the company name and selecting “Create new”).

Visual walkthrough

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