π«§Companies
Companies Settings
Auto-Association of Companies with Contacts
App CRM simplifies contact management by automatically linking contacts to companies based on email domains.
How It Works
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.Later, you create a contact with the email
[email protected].
Automatic Linking:
App CRM will recognize
example.comin John's email.John's contact record will automatically be linked to the company with the
example.comdomain.
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