Companies Settings
App CRM simplifies contact management by automatically linking contacts to companies based on email domains.
When you add a contact, App CRM checks the domain of the contact's email.
If there's a company in the CRM with a matching domain, the contact is automatically associated with that company.
Scenario:
You've previously added a company with the domain example.com.
example.com
Later, you create a contact with the email [email protected].
[email protected]
Automatic Linking:
App CRM will recognize example.com in John's email.
John's contact record will automatically be linked to the company with the example.com domain.
Auto-association of companies with contacts is triggered only for newly created contacts without manual company associations.
Last updated 1 year ago