Learn how to add, edit, and delete a household and/or company contact in this step-by-step guide. This help guide will demonstrate how to modify a household or company contact.
Contents
- Add a Household or Company Contact
- Edit a Household or Company Contact
- Delete a Household or Company Contact
Instructions
Please note: The process for add household and company contacts is the same. Household contacts share the same address. Company contacts are usually employees of the company. For this guide, adding household contacts will be shown, but the process is the same for company contacts.
Add a Household or Company Contact
1. Select Accounts in the navigation menu and then select Accounts on the drop-down menu.
2. Use the search bar to locate and select the account to which you would like to add a household or company contact. Select the account link when you locate the applicable account.
3. On the Account overview page, select Household Contacts on the left side menu (or Company Contacts for company accounts).
4. In the household (or company) header, select the three dot Action Menu and then select New Household Contact (or New Company Contact for company accounts).
5. Enter the new contact's First Name and Last Name in the corresponding fields. Complete all required fields and any additional information you may be able to provide. When finished, select Create Contact at the bottom of the pop-up.
Note: If there’s an existing contact on file when entering the name, their contact information auto-populates. If you are sure the contact is the correct constituent, you may select their name from the drop-down menu that appears.
If the new contact does not have an account in the CRM, their name will appear in black, as "Dan Loeffleman's" name below appears.
To convert the new contact to have their own individual account:
6. Select the three dot Action Menu in the name's tile and then select Convert to Individual Account on the drop-down menu.
The account name now appears as a blue link that links to the individual's account.
You have successfully added a new household contact to this account. (The process is the same to add an individual employee account to a company account.)
Edit a Household or Company Contact
To edit a household or company contact:
1. Select Household Contacts or Company Contacts in the left side menu of the account you wish to edit.
On the tile of the contact you wish to edit,
2. Select the three dot Action Menu and then select Edit Contact on the drop-down menu.
On the pop-up that appears:
3. Update the applicable information, as needed.
4. Select Update Contact when all information has been updated.
Your contact has now been successfully edited and updated.
Delete a Household or Company Contact
To delete a household or company contact:
1. Select Household Contacts or Company Contacts in the left side menu of the account you wish to edit.
On the tile of the contact you wish to edit,
2. Select the three dot Action Menu and then select Delete Contact on the drop-down menu.
On the pop-up that appears,
3. Select Delete and Close.
The contact is now deleted from the household or company account.