Companies
People on a company
Contacts belong to a company. Project owners and assignees are chosen from these people (plus your own staff contacts).
- Open a company, then add a contact (name, email, title, phone).
- Open the contact to edit details and notes.
- When you create a project, pick a project owner (usually someone on your team) and an optional client contact at that company.
- Portal access is granted from the company page, not by turning a contact into a staff member.