Articles on: coreILLA

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.


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



  1. Navigate to the Contacts section.

Step 1 screenshot



  1. From the Contact dashboard, navigate to the "Company" tab above.

Step 2 screenshot



  1. Click on "New Company"

Step 3 screenshot



  1. Fill in the necessary details such as company name, address, and other relevant information.

Step 4 screenshot



  1. Click Add Company to create it.

Step 5 screenshot





  1. Go to the "Contacts" section from the dashboard.

Step 6 screenshot



  1. Select the contacts you want to associate with the company

Step 7 screenshot



  1. In the contact’s profile, find the field for associating a company.

Step 8 screenshot



  1. Check true

Step 9 screenshot



  1. Click on Apply to save your work.

Step 10 screenshot

Updated on: 07/22/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!