1. Home
  2. Companies and Contacts
  3. How to record a Contact’s relationship with a different Company?

How to record a Contact’s relationship with a different Company?

In Legrand CRM, you can record a contact’s association with other companies in your CRM to keep track and maintain customer relationships. For example, a former employee at Company A who purchased your product now works at Company B and continues to recommend your products to their clients.

Go to the Contacts module and select a contact. Go to the ‘Relations’ tab and click the (+) icon in the contact record.

Click on the company link icon.

Enter the company name in the search field and click ‘OK’ to link the company.

Use the drop-down list to select the contact’s role at the company.

NOTE: Click the settings icon to populate the drop-down selection. Click here to find out more on how to populate drop-down lists in Legrand CRM.

Enter the contact’s role description and then click ‘SAVE’.

Updated on 29 August 2022
Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support