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Keep the people at a company up to date

A company in your contacts has its people: the buyer, the accountant, the manager. You can add them, move them and take them out of the company, from CRM or from Contacts.

You need

• crm.parties.create
• crm.parties.update

Steps

1. In Companies, open the company. Its People section lists everyone who works there.
2. Press Add person to create a new person straight into this company: name, job title, phone and e-mail. After saving you can add more e-mail addresses with their purposes.
3. Press Link existing person to attach someone already in your contacts. If the person is already at another company, they move to this one.
4. To move someone, open the person and change Company; clear it to take them out of their company. Remove from company does the same from the company’s side. The person is kept; only the link ends.
5. In Contacts, the Company contacts list shows the same companies. Press Details on a company to edit it and its people.

Everyone with a seat can read these names, phones and e-mails. Changing them needs the CRM permissions; without them the list still shows and the buttons do not. Each change is written on the company’s history.

Related

• Keep your own address book and share a contact
• Keep contacts and move deals across a pipeline