You have this huge commercial real estate CRM filled with contacts. And, a portion of those contacts probably work within the same company.
Well, wouldn’t it be nice to see a list of contacts that are within the same company? What about the number of contacts that have the same company?
Digsy AI allows you to associate contacts with a company. That way you can:
- See a list of contacts within the same company
- Easily create and search for the companies you’re working with
Here are the steps to associate your contact(s) to a company:
- Click “+ New Prospect”
- Go to the Company Name
- If the company name already exists in your database, simply type the company name to search and select it. To add a new company, type the company name and hit “Enter” with your keyboard.
NOTE: If you currently have contacts that have the same company name in Digsy AI, the system will automatically associate those contacts for you…Yup – we got your back! 😎
How to Find a list of Contacts in the Same Company
There are multiples ways to find the list of contacts associated with the same company. Here are the ways:
- Search Bar Type the company name into the Search Bar and Digsy AI will make suggestions on the company, as well as contacts associated with that company. Once you make a selection, Digsy AI will populate a list of contacts within that company.
- Contact Profile When you click into a Contact Profile, you’ll find the company name (if it’s filled in). The company name is clickable, which will link to the list of contacts.
- Digsy AI Dashboard If you’re on the Digsy AI Dashboard, the company name will be clickable, which will take you to the list contacts.
- Search & Filter If you’re using Search & Filter, you’ll be able to type or search for the company name using the dropdown list.
Sign-up for a free trial of our Smart CRM for CRE at www.digsy.ai
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