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Contacts are the individual people you deal with, and companies are the businesses they belong to. Linking them keeps each person connected to the right organization, so opening a company shows everyone you work with there. This guide covers how to link contacts to a company.

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How contacts and companies relate

A company can have many contacts, but each contact belongs to one company. For example, the company “Epic Games” might have several contacts such as a primary buyer and an accounts person. One contact is marked as the Primary Contact, the main person you deal with at that company. The primary contact shows in the Contacts column of the company list.

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Linking a contact when adding a company

When you create a company, you can set its primary contact straight away:
  1. Click Add Company
  2. In the Primary Contact field, select an existing contact or create a new one
  3. Finish adding the company
The contact is now linked, and you can add more contacts later from the company record.
Linking Companies 1

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Linking a contact from the company record

To add or change contacts on an existing company:
  1. Open the company by clicking its row in the Companies list
  2. Find the Contacts section
  3. Add an existing contact, or create a new one to link it
  4. Set or change which contact is the Primary Contact if needed
All linked contacts appear together on the company record, so you can see everyone at that business in one place.

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Linking from the contact side

You can also set the link when working with a contact:
  1. Go to Contacts in the sidebar
  2. Open or create a contact
  3. Set the Company field to the business they belong to
This creates the same link, just approached from the contact rather than the company. Either way, the two records become connected.

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Changing the primary contact

If the main person you deal with changes, update the primary contact:
  1. Open the company record
  2. In the Contacts section, set a different contact as primary
The new primary contact then shows in the company list and on documents where the primary contact appears.

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Why linking matters

Linking contacts to companies keeps your data connected and useful:
  • Opening a company shows all its people at once
  • Quotes and invoices can pull the right contact automatically
  • You avoid duplicate or orphaned contact records
  • Your team always knows who to reach at each business

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What to do next

  1. Add and manage contacts in detail
  2. Create deals linked to a company and its contacts
  3. Send a quotation to a company’s primary contact