You can associate Contacts with Companies within the Organization Contacts & Companies Module in Master Tour 3.
This article covers:
How to Navigate to Contacts & Companies
Within Master Tour, select the Organization that you would like to add a Contact to a Company in.
- Click on the Organization Selector dropdown menu.
- Select an Organization.
- Select a Tour if there are any Tours added to the Organization.
Click on the Contacts & Companies button in the upper right of the application.
How to Add Contacts to a Company
- Select the Checkbox to the left of any Contacts that you would like to a Company in the Contacts & Companies Table.
- Click on the Move To button in the upper right of the Contact Details.
- Select the Company from the dropdown list that you would like to add the Contacts to.
- Click on the Move button.
You will then be able to see the Contacts within the Company by clicking on the disclosure triangle for the Company in the Contacts & Companies Table.