Company Name in Contact Overview match with Account

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5 comments

  • Avatar
    Harryson

    Hey Pierpaolo, you can definitely have an account name that is identical to an existing company name in SharpSpring. https://help.sharpspring.com/hc/en-us/articles/115001809672-Accounts-Overview

  • Avatar
    Pierpaolo Villano

    Thank you. I read the article. I'll try to explain myself better:

    When editing a contact from Contact Manager, when I write in the field "Company Name" is not possible to auto fill it with the accounts that I have already registered?

  • Avatar
    Harryson

    Hello Pierpaolo. Thank you for the clarification. That is not a current feature.

    When creating a new account for an opportunity, the company name of the contact will populate by default. Also when you add a contact to an existing account, it will show up in the record as associated with the given account. Note that you will not always want every contact from a given company to be associated that company's account, so these fields are not tied together automatically. 

  • Avatar
    Pierpaolo Villano

    Thank you, Harryson,

    I thought that entering the "Company Name" on the contact would automatically create the corresponding "Account", but that's not the case.

    Thanks the same

  • Avatar
    Harryson

    Happy to help!

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