What is the People & Company Contact Record Association within Uptics like?

People & Company record association within Uptics

People and Company contact associations within Uptics are based on Email Domain. For Example: if I have a company with the domain property uptics.io and import a contact [email protected], Spinell will be auto associated to the Company.

There is the ability inside the Contact Details Page (or Company Details Page) to make an association, but the auto-association drives strictly from the domain on the Contact Record matching the domain in the Company Record.

When you import a list of contacts, Company Records will be created automatically if they aren't already present using the domains from the contact records (unless there are emails like gmail.com, outlook.com, etc.)

Did this answer your question?
😞
😐
😁