Link Contacts to Companies

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Posted
Updated
BySrini Kaarlapudi

Contacts that are not linked to the respective Company after a CSV
import, can now be easily linked by a matching Company Name or by any other
field(s) in Exelare.

To Link Contacts to Companies,

  1. In Exelare, click on (gear iconLink Contacts to Companies, at the top right corner) -> Advanced -> Link Contacts to Companies.

Link Contacts to Companies

  1. Choose your Conditions like,

Contacts -> CompanyName  = 
Companies -> CompanyName

Link Contacts to Companies

Link Contacts to Companies

  1. Click on Link
  2. Once the process is completed, click on Close.