Connecting your "person" contacts to "organization" contacts

Learn how to connect people to their organizations in your CRM

We support two different types of contacts in Prezly: Person and Organization. In this article, we'll show you how to connect them.

On a contact preview

Clicking on any contact – person or organization – from your Contacts page will open a contact preview on the right-hand side of your page.

You can click on the Organizations tab and search for the name of the organization you wish to connect.

When it's the other way around and you wish to link an organization to a person instead, you can open the contact preview of an organization, click on the People tab and search for the name of the person you wish to add to the organization.

Linking during a contact import

You can find more information on how to link person and organization contacts directly while importing contacts from an Excel or a CSV file. Please see our help article on importing contacts, where you can find a downloadable import template to guide you through setting up your spreadsheet.

About the author

Klarissa DjajalieKD
Klarissa DjajalieCustomer and Product Marketing

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