Link Contacts to Companies
Contacts that are not linked to the respective Company after a CSV
import, can now be easily linked by a matching Company Name or by any other
field(s) in Exelare.
To Link Contacts to Companies,
- In Exelare, click on (gear icon
, at the top right corner) -> Advanced -> Link Contacts to Companies. - Choose your Conditions like,
- Click on Link
- Once the process is completed, click on Close.
Contacts -> CompanyName =
Companies -> CompanyName
