Companies

All clients from a particular business will be grouped under a single company. As a result, all contacts from that business will be saved within that company. This makes it easy to identify contacts from different businesses and facilitates smoother communication. A contact number can only be added to one company.

Create a new company

Creating a new company in BizMagnets is easy. Here's how:

1. Go to 'Contacts' and select 'Companies' in the dashboard.

2. You will be taken to the 'All Companies' tab. Click on the '+Add Company' option

3. Fill in the company details like name, website, description, and any notes for reference.

4. Click 'Save,' and your new company will be created.

How to Add a Contact to an Existing Company

Follow the steps below to add a contact number to an existing company:

1. Go to 'Contacts' in the dashboard and select your desired contact.

2. Click the 'Edit' option for the selected contact.

3. Add your 'Company Name' from the dropdown menu.

4. Click on 'Submit,' and your contact will be added to your company.