How to Add an Individual Contact to a Business in BIGContacts

Associating an individual contact with a business record helps you manage professional relationships more effectively. This feature ensures all interactions, activities, and communication history are linked to the relevant business, making it easier for your team to track and organize information.

Why Link an Individual to a Business?

• Keeps Business Contacts Organized – Store all individuals linked to a company in one record, making it easy to find the right person without searching through multiple entries.

• Streamlines Communication – View all emails, meetings, and tasks related to a business in one place, ensuring clear and efficient follow-ups.

• Improves Relationship Management – Track how different employees interact with your company to connect with the right person at the right time.

Use Case: Managing Multiple Contacts for a Business

A sales team works with a corporate client where employees handle contracts, billing, and communication. If each person had a separate contact record, tracking interactions with the company would be difficult.

By linking individuals to the business record in BIGContacts, the team can see all conversations, emails, and tasks in one place. This makes reaching the right person for contracts, invoices, or updates easy without searching through multiple records.

This keeps communication clear, saves time, and ensures no important details are missed.

How to Add an Individual Contact to a Business

Step 1: Open the Business Record

• Use the search bar to find the business contact.

• Click on the business name to open its contact record.

Step 2: Add an Individual Contact

• Click the More button at the top of the business contact record.
• Select Add Ind. Contact from the dropdown menu.

Step 3: Enter Contact Details

• A new contact form will open.
• Enter the individual's name, email, phone number, and any other relevant details.
• Click Save to link the individual contact to the business.

What’s Next?

Now that the individual is linked to the business, you can:

✔ View all their interactions under the business record.
✔ Assign follow-up tasks or meetings.
✔ Track the communication history between the company and its team members.

Need help? Contact our support team for assistance.