In Sell, you can create contacts that are either categorized as a person or a company. When you create a person contact, you’re not required to also add a company name. For example, you may have contacts that are individual customers and are not associated with a company. If however, you want to assign a company to a person contact, you can edit a person contact’s profile information to add a company.
When you add a lead to your Sell account, you also are not required to enter a company name. As with contacts, you can assign a company later.
To assign a lead or person contact to a company
- From the Leads or Contacts page, click the lead or contact you want to edit.
- Click the Edit button that appears next to the name of the lead or contact.
- Click the company field and either select an existing company (that you’ve already added to your Sell account) or click Create a new company.
- Click Save.
You can see the person contacts that have been assigned to a company, by looking at the Employees panel in the company’s card.
You also assign person contacts to companies using the Employees panel on the company card.
To assign a contact person to a company using the Employees panel
- Click + in the Employees panel.
- Search for the person you want to add by searching for their name and choose the person’s name to add them as an employee.
- You can also create a new person contact by clicking Create new person.
For more information about the relationship between a company and employees, see About companies and employees.
How can I add a company to a pre-existing individual contact that does not belong to a company (en mass) in Zendesk Sell?
can I add two companies to a person contact?
I have answered your same inquiry on this comment.
Hope that helps!
Can Sell automatically associate contacts with the companies that they work for based on their email address? I can see how this is done manually but this is not an option for 100's of contacts.
I have tested it using Google Contacts and the company name was inherited.
Hope this helps!
That seems to work for recent contacts, with the Google integration - so thats good - thank you.
However, most of our contacts not associated with a parent company which is what I would like to make sure happens automatically - in other CRM's I have used this is normal behaviour.
Contacts are populated from Zendesk, Calendly in addition to Google.
Is there a process that can be run to do this automatically?
Unfortunately, automation for parent companies is not yet available as well as CSV import.
I cannot see the empoyees panel anymore under the company card? I didn't change anything. Maybe i am missing something obvious.
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