Link contacts to companies and departments, and integrate individual information into an organizational structure.

With the linking of contacts to companies and departments, it is possible to:

• Support service: Create queues and specific workflows by company, ensuring support is more aligned with organizational needs.

• Ticket management: Track tickets based on the company to which the contact belongs.

• Sales negotiation: Identify decision-makers by adding company and department details to the contact’s profile, improving the commercial approach.

How to register a Company

For Administrators

1. Go to Contacts > Companies database;

2. Click on the Register company button;

3. Fill out the registration fields:

   1. Company name: Enter the official company name. This field is mandatory and will be used to identify the organization in all operations and reports.

   2. Unique registration: Select the company’s country of origin and provide the corresponding tax identification number (e.g., Brazil: CNPJ; United States: EIN).

   3. Comercial address (optional): Fill in the company’s address, including street, number, complement, city, state, country, and postal code. This field is optional, but helps in managing linked contacts.

4. After completing the fields, click Confirm;

5. Access the contact data in the base to link the company.

⚠️ Attention: Only Administrators can delete a company. Deletion is permanent and unlinks all associated contacts.

For Agents or Operators

1. Go to Contacts > Contacts database;

2. Access the contact's detailed information;

3. Click on Register new company, fill in the requested information, and click Confirm;

4. Access the contact data in the base to link the company.

How to add Departments

Companies can divide support services by specific departments. For example: sales, marketing, human resources, among others.

1. Go to Contacts > Contacts database;

2. Access the contact's detailed information;

3. Click on Department;

   1. Click on New department and enter the name to create a new department, or;

   2. Select an existing one;

      1. To edit an existing department: Click the pencil icon next to the name.

      2. To remove a department (Admin only): Click the pencil icon and then the trash bin. Removal is permanent and unlinks all associated contacts.

4. Click on Apply department to save changes.

⚠️ Attention: Only users with Admin profile can delete a department. Deletion is permanent and unlinks all contacts associated with the department.

Done! Now, your operation is more focused, meeting the specific needs of your contacts and the organizations to which they belong.