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EventPro Software User Manual

1.Under the Companies sub-tab, click the Link icon.

2.The Company Contact window opens.

3.Company:  In the Company drop-down, which is populated by existing companies in your CRM, find and select the Company you want link to this Contact.

4.Position: Select the Contact's Position at this Company from the drop-down, which is populated by the records created in EventPro Setup > CRM > Company Positions.

5.Is Default Contact for Company: If this Contact is going to be the Default Contact for this Company, select this checkbox.

6.Save and Close the Company Contact edit form to return to the Contact edit form.

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