Contacts - How to link a Company to the Contact

To link a company to a Contact, both must be registered in SprintHub. However, if the company does not yet exist, it can be created manually during the linking process.

First, it will be necessary to register the company on the platform. To do this, see the article below:

Companies

The Contact must also be registered. If it is not yet registered, it is possible to add it manually or import it by other methods. Learn more in the article:

Contacts - Creating Contacts ManuallyContacts - How to Import a Spreadsheet

After registering the Contact and the Company, follow the steps below to complete the linking.

Linking contacts to Companies

You can link Contacts directly to Companies in the system, making it easier to organize and identify contacts and their respective organizations.

Step by step

1. Access Menu >> General >> Contacts or type the function in Find Services;

2. Select the desired contact;

3. In the card Primary Company Information, select the company you want to link.

Attention! If the company does not yet exist in your instance, it can be created directly through the icon “+”. After registering, just select the created company to link it to the Contact.

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