Assigning Contact To A Company

When a new contact is added in Recruit CRM, you will need to assign that contact to their respective company or multiple organizations with which the person is associated (in case the contact has multiple partnerships).

Here's how you can assign a contact to a Company in Recruit CRM.

1. Go to your list of contacts and choose a contact from the list that you wish to assign to a company.

2. Open the contact's profile and click on the pencil icon to edit the form.

3. Type the company name in the "Company" section and select the company from the list.
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Don't forget to hit Submit to save the changes!

We also give you the option to assign multiple companies to a contact. Here's how you can do it:

To know who is the company of contact you will find it under the company field:

On the company profile, it will be in the "contacts section":

This feature helps you to seamlessly add or remove existing contacts of a company making it easier to manage your contact database efficiently.

Before you proceed make sure that the 'Select Existing Contacts' field is visible in the 'Company Fields' section under 'Admin Settings'

1. From the Company Profile:

Click on the Pencil icon in the Company Profile.

You can search for the existing contacts in your database and add them from the drop-down list.

​2. From the list view:

You can select a specific company or multiple companies on the list page and click on the 'Update Field' option.

Then, you need to click on the 'Select Existing contacts' from the dropdown list.

You can update the associated contacts by either appending or replacing the existing contacts.

Then hit the 'Submit' button to save the changes.

Click on the Pencil icon in the Company Profile.

You can click on the 'X' icon present beside the contact name to remove the existing contacts from the company record and 'click on Submit'

To Add or Remove Existing Contacts of a Company from the Recruit CRM Sourcing Extension:

Here is a short video on how to do it:

Hope that helps :)