Linking Contact to Companies

🔗 Linking Contacts to Companies

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Why This Matters to Your Business

In Movegistics, linking contacts to companies helps you maintain clean, organized records—especially for repeat clients, commercial accounts, and affiliate partners. 🧠 It ensures that all related contacts (e.g., building managers, HR reps, tenants) are associated with the correct parent organization, giving your team full context and improving communication across departments.

Whether you’re quoting for corporate relocations, handling multiple jobs under one commercial client, or tracking referral sources, linking contacts streamlines workflows and boosts visibility across your CRM.

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How to Link a Contact to a Company

Follow these steps to associate individual contacts with a company record:

🏢 Step 1: Navigate to the Contacts Module

1. From the main CRM dashboard, click Contacts in the left navigation panel.

2. If you need to create a contact, use the plus icon to create a new contact.

3. Double click the contact you would like to open from the contacts main page.(If created a new one, once completed you will be in the information view screen for the contact.)

4. Now your in the information view for the contact 

🔗 Step 2: Edit the Company Association

1. Locate the Company field (Visible above the Contacts Details box, Labeled "Company + Associate" ).

2. If it already exists, it will appear in the dropdown. Select it.

3. If it doesn't exist, you can create a new company record directly by typing the name and selecting “Create New.”
   
   
   

✅ Pro Tip: Always double-check for spelling variations or duplicates to avoid cluttering your CRM with multiple versions of the same company.

📂 Step 3: Save Changes

Click Save to finalize the link. The contact is now officially associated with that company. This relationship will now show on both the contact and company profiles.

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🔁 What Happens After Linking

• The company’s profile will now list all associated contacts.

• Activities such as emails, calls, and notes related to the contact will also reflect under the company timeline.

• When creating jobs or estimates, you can pull in company details automatically.

• Helpful for reporting and segmentation—filter by company for outreach or follow-ups.

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🚫 Unlinking a Contact from a Company

If a contact no longer works with a company or was linked incorrectly:

1. Double click a contact to open it from main contacts page

2. Click on the arrow under the company associated to open its preferences.

3. Click Remove the Company field or select a different company.

4. Click Save.

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🎯 Best Practices

• Tag company contacts clearly with their role (e.g., “Decision Maker,” “Receptionist,” “HR Coordinator”).

• Use the Notes field to log relationship history—especially useful for corporate or B2B jobs.

• Leverage this feature with Affiliate Reporting and Custom Views for smarter segmentation.

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Need Help?

Still unsure how to organize contacts and companies? Let us guide you—reach out to [e-mail] and we’ll walk you through it! 🧑‍💻