Link contacts to a company

On any company detail page, the Contacts tab shows everyone associated with that company.

Two ways to add

Add a new contact: click + Add Contact, choose New contact, enter a name and an email address, and save. The company is already filled in, so the contact is linked without you leaving the page.

Attach an existing contact: click + Add Contact, choose Attach existing, and start typing. Results narrow as you type. Pick one, and the contact is linked to this company.

Removing a contact

Open the contact’s page and clear the Company field. A contact belongs to one company at a time.

Imports link contacts for you when the file has a company column: Tormano matches on the company name.