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Work from the Contacts list

Companies and Contacts hold the same information. In Companies one row is a company with all its people; in Contacts one row is a person, with their company beside them. Contacts can now be the starting point for your campaigns:

  1. Drop a company straight from Contacts with the small red X next to its name. The company and its people leave both lists.
  2. A new column, Company Campaigns (switch it on under Columns), has a round button for every campaign at that person's company. Hover to see the person and the status; click to open the campaign.
  3. Clicking a person or a company opens their details on the same page, as Companies already did.

Use whichever list suits the way you work; filtering by contact is often a little more effective.

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