How can I link a contact to a company?


We advise you to first create the contact within the CRM module. Afterwards you can click on the arrow next to contact information and choose “Link to company”. Then you can link the contact to the desired company.



The same things is possible when you start from the company you want to link contacts to. Yet, if you choose this way, Teamleader will only ask for the name and the function of the contact. The additional information needs to be filled in separately on the contact page itself. Therefore, we recommend to choose the first way described to link a contact to a company. But of course you're free to choose!

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