Add contacts to a company

Managing relationships with key contacts within client organizations is essential for effective communication and service delivery. DecoNetwork makes this task straightforward with its intuitive platform, allowing you to easily update and maintain company profiles with detailed contact information.

A company in DecoNetwork's Business Hub represents a business contact that you have registered. You have the flexibility to add multiple contacts to a company account, which helps in managing different points of communication and responsibilities within client organizations. In this tutorial, we will walk you through the step-by-step process of adding company contacts via the Company profile page in Business Hub. (For instructions on how to add a company, click here).

Prerequisites

• You must have Administrator and/or Sales Manager permission to use this feature.

In this article, you will learn how...

• To add an existing contact to a company
• To add a new contact to a company

To add an existing contact to a company:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Companies.
   
3. Click View to open a company account you want to add contacts to.
   

   You can also click anywhere within a company's row to load it.

4. Click on Add Contact next to the Contacts section heading.
   

   The Add Existing Customer to Company confirmation popup will be displayed.

   
5. Click OK to proceed.

   The Add Existing Customer to Company selection popup will be displayed.

   
6. Click on the select customer field and select a customer from the dropdown list.
   
7. Click OK.

   Once a customer has been added as a contact, they will automatically inherit the billing address of the company. However, they can have their own individual shipping address.

   The customer will also have the words ‘Customer Contact’ added after their name wherever it appears in DecoNetwork and their company name will appear as a clickable link to indicate they belong to a company. Clicking on the company link will open up the company record. If the company name is not a clickable link, it means that the customer has not been properly assigned to a company or that the company has not been added as an official company record through the Company page.

To add a new contact to a company:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Companies.
   
3. Click View to open a company account you want to add contacts to.
   

   You can also click anywhere within a company's row to load it.

4. Click on Create Contact next to the Contacts section heading.
   

   The New Company Contact popup will be displayed.

   
5. Enter the details for the contact.

   You can define and set the fields that you want to be available in the New Company Contact form. Click here to read the help article on configuring customer fields.

6. Click OK.