How to add and link a new contact to a business

Contacts in SJ CRM can stand alone or be linked to a business. Here’s how to do both:

1. Click Add New Contact in the sidebar.
2. Fill in the basics: First Name, Last Name, Email, Phone.
3. In the Business field, start typing the business name. If it exists, pick it from the dropdown. If not, save the contact and create the business separately, then come back and link it.
4. Add any notes in the Notes field — this is searchable later.
5. Click Save Contact.

Tip: Use the Tags field to group contacts however you want (clients, leads, vendors, friends-and-family). Tags are flexible — categories are not.