coreILLA - Contacts Using Company Object for Grouping Contacts
Grouping contacts within an organization in coreILLA is made easy with the Company Object feature. This functionality allows you to associate multiple contacts with a single organization, facilitating better contact management and streamlined communication.
Organized Contact Management: Centralizes contact information for each organization, making it easier to manage and retrieve data.
Streamlined Communication: Facilitates bulk communication and unified messaging to all contacts within an organization.
Enhanced Reporting: Allows for better tracking and reporting on company-level interactions and activities.
By leveraging the Company Object feature in coreILLA, you can ensure efficient and organized contact management within organizations, improving overall CRM efficiency. Here’s a step-by-step guide to using this feature:
Navigate to the Contacts section.
From the Contact dashboard, navigate to the "Company" tab above.
Click on "New Company"
Fill in the necessary details such as company name, address, and other relevant information.
Click Add Company to create it.
Go to the "Contacts" section from the dashboard.
Select the contacts you want to associate with the company
In the contact’s profile, find the field for associating a company.
Check true
Click on Apply to save your work.
Benefits of Using the Company Object Feature
Organized Contact Management: Centralizes contact information for each organization, making it easier to manage and retrieve data.
Streamlined Communication: Facilitates bulk communication and unified messaging to all contacts within an organization.
Enhanced Reporting: Allows for better tracking and reporting on company-level interactions and activities.
By leveraging the Company Object feature in coreILLA, you can ensure efficient and organized contact management within organizations, improving overall CRM efficiency. Here’s a step-by-step guide to using this feature:
Create a Company
Navigate to the Contacts section.
From the Contact dashboard, navigate to the "Company" tab above.
Click on "New Company"
Fill in the necessary details such as company name, address, and other relevant information.
Click Add Company to create it.
Link Contacts to the Company
Go to the "Contacts" section from the dashboard.
Select the contacts you want to associate with the company
In the contact’s profile, find the field for associating a company.
Check true
Click on Apply to save your work.
Updated on: 07/22/2024
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