Asignar un contacto a una empresa


Puede asignar personas a una cuenta de empresa individualmente o en grupo.

Instrucciones paso a paso

1 - Para asignar un contacto a una empresa desde un registro de contacto:
 - Abra el registro de contacto.
 - Haga clic en Buscar para elegir una empresa existente.

 - Haga clic en el enlace Seleccionar junto a la empresa

 - Haga clic en el botón Guardar para aplicar la actualización.

2 - Para asignar un contacto a una compañía desde un registro de empresa:
 - Cambie el menú desplegable Búsqueda rápida a Empresas e ingrese el nombre de la empresa en el campo de búsqueda.

 - Después de abrir el registro de la empresa, haga clic en la pestaña Contactos.

 - Haga clic en el botón Agregar una empresa de contacto para crear un nuevo registro de contacto o comience a escribir el nombre de la persona para seleccionar un contacto existente

 - Haga clic en el botón Vincular contacto

 - Haga clic en el botón Guardar para guardar el cambio.

3 - Para asignar un grupo de contactos a una empresa
 - Ir a CRM> Contactos
 - Haga clic en Inicio (si es necesario) e ingrese los criterios de búsqueda (nombre de la empresa, dirección de correo electrónico, etc.) para los contactos que desea ver

 - Desplácese hacia abajo y haga clic en el botón Buscar
 - (Opcional) Revise la lista y marque las casillas de verificación para las personas correctas.
 - Haga clic en el botón Acciones y seleccione Asignar a empresa.

 - Haga clic en Buscar y elija la empresa en la ventana emergente.

 - Haga clic en el botón "Procesar acción".


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