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Adding and Removing Companies from Contacts in LeadDec

Learn how to efficiently link and unlink companies to individual contacts within your LeadDec CRM to better organize your business relationships. This guide provides detailed instructions on how to associate contacts with specific companies for enhanced networking capabilities, and just as importantly, how to remove these associations when they are no longer relevant. Enhance your CRM's accuracy and usefulness with these pivotal management techniques.

1. Please select the 'contacts' option.

1 Click on "contacts".

2. Next, choose a contacts

2 Then, click here.

3. Proceed, by clicking on 'Add to company'.

3 Upload

4. Click the option to add or update contact's company

4 After that, click here.

5. Please enter an action name.

5 After that, click on the element.

6. Select a company by clicking here.

6 Click here.

7. To remove the company from the selected contact, simply click here.

7 Click here.

8. Provide an action name for this step.

8 Upload

9. Finalize your action by clicking on 'Confirm'

9 After, click on "Confirm".

10. If you wish to check the progress, please click here

10 Upload

11. If you wish to dismiss, please click on 'Dismiss'.

11 Click on "Dismiss".

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