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Associate Locations to a Company

Associating multiple locations to a company is a recommended best practice to track companies with worldwide offices. For example, you can associate your company with the North America office, Latin America office, Asia Pacific office, and European office. Location records must exist before you can associate the location with a company.

Follow these steps:

  1. Click Directory, Company.
  2. Search for the list of available companies.
  3. Click the company that you want to associate with multiple locations.
  4. Click Locations on the left.
  5. Click Select New to display the list of all available locations.
  6. Select the company locations.
  7. Click Save.