Assigning leads and contacts to a company

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

1. From the Leads or Contacts page, click the lead or contact you want to edit.
2. Click the Edit button that appears next to the name of the lead or contact.
3. 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.

   

4. 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

1. Click + in the Employees panel.
2. 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.
3. 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.