I am imputing a gigantic prospects list into my database. None of the organizations I am putting into my prospects currently have clients to be linked to. Is there a field when creating new organizations that I can use to put who the owner or president of it is?

Sean Carter

Hi Sean,

When you link a contact to an organization, there is a field that comes up under the linked to section that allows you to enter the role, description and Title of the Contact at that company.

Thanks!
Sean M