Company Object Feature: A Manual Way to Organize Contacts

The Company Object feature in Adaptive AI helps users group related contacts under a shared company profile. This enhances relationship management, contact organization, and activity tracking across teams working with the same client business.

What is the Company Object Feature?

The Company Object allows you to associate multiple contacts with a single company entity, making it easier to manage client relationships at the organizational level. This is particularly useful when your team interacts with various people from the same business. By grouping them under one record, you can view collective engagement, centralize data, and improve communication across touch points.

Key Benefits of the Company Object Feature

Using the Company Object provides practical advantages for managing contact relationships:

• Organized Contact Management: Easily group multiple contacts under one company.
• Monitor interactions and activities related to a company.
• Enhanced Relationship Insights: Gain a complete view of how your team engages with an organization.
• Efficient Communication: Easily communicate with all contacts linked to a company.
• Improved Data Accuracy: Maintain consistent and updated information across company-associated contacts.

How to Create the Company Object

Follow these steps to set up a new company in Adaptive AI:

Step 1: Navigate to the Companies Section:

• Use the main navigation bar on the left to navigate to
• Navigate to the tab labeled in the secondary navigation ribbon at the top of the page

Step 2: Add a New Company

• Click on the blue button at the top right labeled.

Step 3: Enter Company Details

Enter the company details in the box on the right of the screen. Below are the details you are able to add:

• Company Name (mandatory)
• Phone Number
• Email
• Website
• Description
• Address Details (Street, City, Postal Code, Country)

Please Note: Only the company name is required, but adding more details enhances usability.

How to Edit or Update Company Details

1. 1G o to the Company List
2. 2Update Details
3. 3Save Changes

How to Delete a Company

1. 1Go to the Company List
2. 2Select the Company to Delete
3. 3Confirm Deletion

How to Add Contacts to a Company

1. 1Navigate to the Contact's Profile
2. 2Assign the Company:
3. 3Save Changes

For bulk assignment, select multiple contacts and assign them to a company at once.

How to Remove a Contact from a Company

1. 1Access the Company Profile
2. 2View Associated Contacts
3. 3Remove the Contact
4. 4Confirm Removal

Automating Company Associations: Adaptive AI provides automation features to streamline company assignments. Please refer to Company Object Automation

Automate Contact-to-Company Assignment

You can automate this process based on the "Business Name" field in contacts. To enable:

• Go to Settings > Objects > Company
• Toggle

Learn more in the article: Company Object Automation

Frequently Asked Questions

Q: Can I assign multiple companies to a single contact? No, a contact can only be associated with one company at a time.

Q: Will deleting a company removes all its contacts? No, it only removes the company association. Contacts remain in your database.

Q: Can I bulk assign contacts to a company? Yes, select multiple contacts in the contact list and assign them to a company at once.

Q: How do I find all contacts linked to a specific company? Navigate to Contacts > Companies, select the company, and view the Contacts tab.

Q: Can I automate contact-company associations without manually assigning them? Yes, enable Automatically Create and Associate Companies from Contact Business Names in Settings > Objects > Company.

Related Articles

• Company Object Automation
• Getting Started with Custom Objects
• Importing Contacts and Opportunities via CSV
• Associations for Custom Objects
• Workflow Action - Create Contact