Using a different version of Infusionsoft? Click Here to learn more

Assign A Contact To A Company

Tags: Company
 


Assign a Contact to a Company From a Contact Record

  1. Open the contact record.
     
  2. Click on Search to choose an existing company.


     
  3. Click the Select link next to the company that the contact should be assigned to. (Using  the search capabilities may make it easier to find the company. Type  all or part of the company name and click Search.)


     
  4. Click on the Save button to apply the update.


Assign a Contact to a Company From a Company Record

  1. Do a contact  search from CRM > Contacts by entering the search criteria (company  name, email address, etc.) for the contacts that should be assigned to a  company.



  2. Review the list and mark the checkboxes for the contacts that should be assigned to the company.
     
  3. Click on the Actions button and select Assign to Company.


     
  4. Click on Search to choose an existing company.


     
  5. Click on the Process Action button.