How to manage contacts connected to companies

    CategoryContacts and Companies
    Article typeDocumentation
    Estimated reading time 4 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Manage company-linked contacts by opening the Company record and navigating to the Contacts tab. From here, you can view all associated employees, add new ones, or remove existing links.

    Who this article is for

    B2B sales teams and account managers.

    Overview

    In B2B environments, managing the relationship between individual contacts and their overarching company is critical. This ensures that communication history and deal progress are visible at the account level, regardless of which specific employee you are talking to.

    Before you begin

    • Ensure the company record exists before attempting to link multiple contacts to it.

    Step 1: Step 1: Open the Company Record

    Navigate to the Contacts section, select the Companies tab, and click on the desired company name.

    Step 2: Step 2: View Linked Contacts

    Inside the company profile, look for the Contacts section or tab. This lists all individuals currently associated with this business.

    Step 3: Step 3: Add a New Link

    Click 'Add Contact' within this section. You can search for an existing contact in your database to link them, or create a brand new contact record from scratch that will be automatically linked.

    Step 4: Step 4: Remove a Link

    If an employee leaves the company, locate their name in the linked contacts list and select the option to unlink or remove them from the company. This does not delete the contact record, it only severs the connection.

    Configuration note

    Review contact data carefully before bulk actions. Clean contact records depend on correct data entry, field setup, duplicate checks, imports, permissions, and ongoing maintenance. Ensure you establish a process for updating records when a contact changes employers.

    Important clarification

    Deleting a contact instead of unlinking them: If someone leaves a company, you usually want to keep their history. Unlink them from the old company and link them to their new one, rather than deleting the record entirely.

    Resolution guidance

    Can I link a contact to multiple companies?

    Typically, a contact is linked to one primary company to maintain clear reporting and communication hierarchies.

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