How to Add a Contact to a Company

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
• How to Add Contacts to a Company

How to Navigate to Contacts & Companies

Within Master Tour, select the Organization that you would like to add a Contact to a Company in.

1. Click on the Organization Selector dropdown menu.
2. Select an Organization.
3. 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

1. Select the Checkbox to the left of any Contacts that you would like to a Company in the Contacts & Companies Table.
2. Click on the Move To button in the upper right of the Contact Details.
3. Select the Company from the dropdown list that you would like to add the Contacts to.
4. 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.