CRM records

Connect a contact to a company

Make person-to-business context consistent.

How to do it

  1. Create or open the Company record first.
  2. In the Contact editor, select that Company and save.
  3. When creating a Deal, Case or Order, select the Contact to populate its company when one is linked.

Check your result

Choosing a Company filters its Contact picker to that company; conflicting pairs are rejected on save.

Good to know

Unlinked contacts can still be used without a company where the workflow allows it.

Still need help?

Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.

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