Companies Settings

• Automatically Create And Associate Companies With Contacts

Automatically Create And Associate Companies With Contacts

Automatically associate contacts with companies based on a contact email address and a company domain.

For example, you have added a company in Concord CRM with domain name example.com, after 1 week, you create a contact via the regular create section for contacts and you enter an email in the email field for this contact e.q. john@example.com

In this case, after the contact is created, since the contact email domain is example.com and there is company with domain name example.com, the contact will be automatically associated with the company.