Companies Settings

• Auto-Association of Companies with Contacts

Auto-Association of Companies with Contacts

Concord CRM simplifies contact management by automatically linking contacts to companies based on email domains.

How It Works

• When you add a contact, Concord CRM checks the domain of the contact's email.

• If there's a company in the CRM with a matching domain, the contact is automatically associated with that company.

• Scenario:

  • You've previously added a company with the domain example.com.
  • Later, you create a contact with the email john@example.com.

• Automatic Linking:

  • Concord CRM will recognize example.com in John's email.
  • John's contact record will automatically be linked to the company with the example.com domain.