Add Contacts to Organization:

To create a new contact to add to an Organization, see Create a New Contact.
To add an existing contact to an Organization, follow the steps below.

 

1. In the navigation sidebar, go to Contacts > All Contacts
2. Scroll, search, or filter to find the relevant contact
3. Select the contact to open a preview*
4. In the preview panel on the right, click View Details
5. In the Overview tab, click the edit icon ✏️
6. Scroll down to Business > Organization
7. Choose from the dropdown list of Organizations, then click the save icon  💾 

 

 

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*Shortcut: Click directly on contact names to access their full details.