Managing company contacts allows you to keep track of every individual associated with a specific business, from clients and suppliers to training providers. Organising these details directly within the parent company profile ensures the right people are always easy to find and correctly labelled for targeted communication.

This guide covers:

• Opening the Company Contacts tab on a company profile.
• Adding new contacts and ensuring the Contact option is selected.
• Completing all relevant contact details for each individual.
• Using Tags to group or label contacts for easy filtering.
• Maintaining a tidy, accurate contact list within each company record.

Your company network is now clearly defined and ready for seamless communication.

💡 Power User Insight: Tagging contacts within a company profile allows you to send targeted bulk correspondence to specific roles within that organisation, such as all “Site Supervisors” for a particular client. This ensures your communications are always directed to the right person without manually searching through your entire directory.