Account & Settings

a-nop
Mitglied

How to associate leads with contacts and companies automatically ?

lösung

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.

0 Upvotes
1 Akzeptierte Lösung
robsobers
Lösung
Mitwirkender/Mitwirkende

How to associate leads with contacts and companies automatically ?

lösung

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.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
1 Antwort
robsobers
Lösung
Mitwirkender/Mitwirkende

How to associate leads with contacts and companies automatically ?

lösung

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.

0 Upvotes