Setting Contacts to Accounts

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all similar contacts and opportunities to one single location.

This article will detail how to set contacts to accounts. 

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Article Contents

• Adding New Contacts to Accounts
• Adding Existing Contacts to Accounts
• Adding Recommended Contacts to Accounts
• Removing Contacts from Accounts
• Grouping Contacts in New Accounts
• Grouping Contacts in Existing Accounts
• Accessing Opportunities via Accounts 

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Contacts

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Adding New Contacts to Accounts

You can create new contacts and add them to accounts.

To add new contacts to an account, do the following:

1. Click Sales > Accounts in the left toolbar.

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2. Create or edit an account.
3. Click the Overview tab.
4. Click Create New Contact.
   
   

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5. Enter the following contact information:
   • First Name
   • Last Name
   • Email Address
   • Phone Number
   • Mobile Number
   • Company Name
6. Click Add Contact.
   
   

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7. If necessary, click Create New Contact.
   
   

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8. Click Save Changes.
   
   

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Created contacts will be automatically added to the account.

Important: A contact can only be assigned to one account at a time.

Adding Existing Contacts to Accounts

You can add existing contacts to accounts.

To add existing contacts to an account, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Create or edit an account.
3. Click the Overview tab.
4. Enter a contact name in the Add a Contact field.
5. Select the contact.
6. Click Save Changes.

Selected contacts will be automatically added to the account. 

Important: A contact can only be assigned to one account at a time.

Adding Recommended Contacts to Accounts

Once a contact has been added, Lead Gen & CRM will recommend adding other contacts that may be related.

To add recommended contacts, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Create or edit an account.
3. Click the Total drop-down menu on the banner in the Contact section.
4. Click + Add.
5. Click Save Changes.

Selected contacts will be automatically added to the account. To add more than one recommended contact, consider using the Bulk Edit or account migration tools.

Removing Contacts from Accounts

You can remove contacts from accounts as necessary.

To remove contacts from an account, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Create or edit an account.
3. Hover over a contact name in the Contact section.
4. Click    Remove From Account.
5. Click Save Changes. 

Grouping Contacts in New Accounts

An account can be used to group multiple contacts together under one large company folder and will show all opportunities that are associated with that account, providing you with one location to see all similar sales information. Multiple contacts can be added to one account. You can add multiple contacts to an account at one time by using the Bulk Edit feature in the Contact Manager.

To group contacts together in a new account, do the following:

1. Click Contacts in the left toolbar.
2. Create an Advanced Search, or use a saved search.
3. Click the    selection checkboxes next to two or more contacts. 
4. Click    More Actions  > Assign to Account.
5. Select Create New Account in the drop-down menu.
6. Enter the necessary information parameters.
7. Click Save. 

Grouping Contacts in Existing Accounts

You can group contacts into accounts through the Contact Manager.

To group contacts together in an existing account, do the following:

1. Click Contacts in the left toolbar.
2. Create an Advanced Search, or use a saved search.
3. Click the    selection checkboxes next to two or more contacts. 
4. Click    More Actions  > Assign to Account.
5. Select the desired account in the Assign Account drop-down menu.
6. Click Save Changes.

Accessing Opportunities via Accounts

Opportunities become associated with an account once they are created. The account that is associated with the opportunity is the value that is entered into the Account Name field when creating the opportunity.

If an account already exists, it will show up in that field as you begin typing and will add the opportunity to that account once selected. If the contact changes accounts, the opportunity will not reflect this change and the opportunity will still have the account that the contact was originally a part of.

You can access the opportunities associated with your contacts.

To access a contact's opportunities, do the following:

1. Click Contacts in the left toolbar.
2. Click the name of the desired contact.
3. Click the associated opportunities under the contact's name or click the Memberships tab.
4. Click the desired opportunity.