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Larry Arone
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    Companies

    About Companies

    Companies is a great tool for those interested in harnessing the CRM power of ONTRAPORT, especially those who deal in B2B. Companies will give you a clear sales pipeline that utilizes the new Card View , making it a snap to track progress.

     

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    Activating Companies

    Go to Profile Icon > Administration > Advanced Features tab and toggle on "Companies"

     

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    Note: This feature uses the existing Company field in your Contact records, so click “ok” if asked to convert it. We’ll create a Company record for each entry you already have in that field automatically.

     

    How do I associate a contact with a company? 

    Click on the "Contacts" tab. and choose contact that you would like to add.  

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    Scroll to the Company Field and choose desired Company.

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    You can also select multiple contacts via the multiple selection icon. Just use Actions > Change Field.

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    Use Case Examples 

    How to manually send an email to all company contacts using a broadcast email

    Select "Companies"

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    Click on the company you would like to send the email to.

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    Scroll down to "Related Contacts" and Select all in collection"

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    Next click "Actions" and select "Email".

     

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    How to set up an email to send automatically when using Campaigns in "Companies"

    It's important to point out that there is an extra step that needs to be taken to assure that your emails are being sent properly, when using "Campaigns" in "Companies".

     

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    Click on the email in your Campaign.

     

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    Click on edit.

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    Once taken to the email click on "Settings".

     

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     Under "Send email to", select Related Contacts > Email and save. Now it's ready to go!

     

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    FAQs

    Q. How do I create new fields in Companies?

    A. First, select the "Settings" tab, under "Companies". 

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    Click "Field Editor"

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    Click "+Add Field"

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