Now you can organize your contacts by company, making it easier to view and interact with them. See all of your companies in one simplified view, complete with a search bar for quick access.
Access your Companies list
- Navigate to your Contacts > Companies
- Keap will display a list of your companies with 50 companies on each page
- Quickly navigate between pages using the buttons at the bottom of the Companies list
View the contacts associated with a company
- Access your Companies list
- Select a company to see a list of the associated contacts
- Select a contact to view their contact record
Add contacts to a company
In addition to managing contacts with the Companies list, contacts can be added to a company by modifying the Company field on the contact record.
- Access your Companies list
- Select a company
- Click the + button or the Add a contact button
- Select an existing contact to add to the company or create a new contact
Note: You can select one of your Internal forms while adding contacts by clicking the Add contacts to this company header - Click Add contacts
Transfer contacts to a different company
- Access your Companies list
- View the contacts associated with a company
- Click Select all
or click the avatar for each contact you want to take action on
- Click Transfer
- Select where to transfer the contacts
- Click Review changes
- Click Apply changes
Take action on multiple contacts at a company
Use your Companies list to take an action on all or some contacts at a company. You can add or remove tags to contacts, send them a broadcast, export their details, add them to an automation or delete the contacts.
- Access your Companies list
- View the contacts associated with a company
- Click Select all
or click the avatar for each contact you want to take action on
- Select and complete the desired action