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Some of my clients are associated with a company, but do not work for them, how do I assign this in the CRM?
Some of my clients are associated with a company, but do not work for them, how do I assign this in the CRM?
Updated over a year ago

Contacts in your CRM can sometimes be associated with a company due to the nature of the project. An example of this may be a company may have contracted lawyers/solicitors although they don't necessarily work for the company.

To assign these particular contacts, go to your company in your CRM > select a company to go inside the edit page and scroll down to Investment Company Information.

In the search bar, start searching for the contact you would like to associate with this company. Once saved, you will then find the contact's name in the company profile page.

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