How to Add a Company & Its Associated Contacts

 

In ProProfs Help Desk, you can segment your incoming tickets based on companies. Also, you can add new contacts if they belong to a company. Thus, making it easier to organize your tickets.

 

Benefits of adding new companies and associating contacts with them:

 

  • Organize tickets belonging to the same company and contact at one place

  • Streamline the ticket resolution process

  • Reduce spam tickets

 

Here’s a preview of a company & its associated contacts added to the ProProfs Help Desk:

 

Company & Contacts Preview

 

In this article, you’ll learn:

 

1. How to Add a Company

2. How to Add a Contact

 

 How to Add a Company

 

Step 1: Go to Contacts on your ProProfs Help Desk dashboard.

 

Go to Contacts on the Help Desk dashboard

 

Step 2: Click New Company.

 

Click New Company

 

Step 3: Follow the screenshot instructions.

 

Add the details

 

1. Add Logo: Upload the company logo for easy identification.

2. Company Name: Enter the company’s name

3. Description: Describe the company.

4. Notes: Add any recent info regarding the company in this section.

5. Company Domain: Provide the company’s domain.

 

Click Save to complete the addition.

 

Step 4: After adding the company, you can click on the three dots or the kebab menu icon to Edit or change the company’s status.

 

Edit the Company

 

 How to Add Contacts to a Company

 

Step 1: On your ProProfs Help Desk Dashboard, go to Contacts.

 

Step 2: Click Contacts on the left panel on the new screen.

 

Go to Contacts

 

Step 3: Click New Contact.

 

Click New Contact

 

Step 4: Fill in the contact details, select the company you want to associate with, and click Save.

 

Add a new Contact to a Company

 

You have successfully added the new contact. The contact will access the Help Desk portal to create new tickets for the company.

 

That is all about Company & Contacts in the ProProfs Help Desk.

 

 

Was this information helpful?

The page cannot be found

The page you are looking for might have been removed, had its name changed, or is temporarily unavailable. Please make sure you spelled the page name correctly or use the search box.

add chat to your website