Use Case: Initially, I imported my contacts (items) as individual people, so there are multiple items for one company. However, I need multiple people connected/linked to the company they all belong to. (Some of our clients have multiple contacts within their organization. We view “clients” at a company level, not individual - they are ‘contacts’ at the company.)
The initial importing process alone took a lot of time and manual entry regardless of mass excel importing.
What are the best practices to group contacts to one company without having to redo everything I’ve done. Also, considering how I can’t move’ ‘items’ to ‘subitems’. I’ve tried tagging, drop downs, etc. but all do not seem feasible or ‘best practices’ moving forward.
Any and all feedback is greatly appreciated!