How to associate leads with contacts and companies automatically ?

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I am trying to import leads and then associate those leads with my contacts and companies. Also, I noticed that for even conatcts I do not have the option of associating them to companies while importing.

 

Please help.

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I'd recommend turnin this setting on under Sales --> Settings --> Companies:

 

Settings.png

 

Then when you import contacts they'll automatically associate based on their domain name.

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Regular Contributor

I'd recommend turnin this setting on under Sales --> Settings --> Companies:

 

Settings.png

 

Then when you import contacts they'll automatically associate based on their domain name.

View solution in original post

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