Associate Leads with a Company

Icon admin
2 min read

To associate your leads with a company, the company profile should exist. (Click here for the tutorial on how to create a company profile.)

1. Go to the ‘Leads’ tab and search for your client.

saphyte leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number or email address to pull up the lead data, or just select the lead profile from the leads list.

saphyte search box

3. Click on ‘Edit’ and go to the ‘Company Information’ section. Choose the company you want to associate with this lead by clicking the ‘Company’ field. You can add the job title and role of this specific contact in that company (if they are a Decision Maker or Person of Contact).

saphyte edit profile
saphyte company list
saphyte  choose roles

You can associate multiple companies with a lead by clicking on the ‘+’ button.

saphyte save lead

4. You can also easily associate a new company profile to your lead by simply clicking on the ‘CREATE NEW’ button. Fill in all the company details and click on ‘CREATE’.

saphyte  create new company
saphyte new company information

5. Once done, click on to save the details.