How to Track Employees

How to Track The Name of The Business

Enter the name of the business in the client business field when creating a new client. Add the employee name and other details to the client as well. 

How to Track The Employee That is The Business Main Contact

In the client business field add the following text after the business name "- Main Contact"

If you would prefer to not have the "- Main Contact" be part of the business name you can use a custom field called "Main Contact" and type in the words "Main Contact" there

How to Track Group Employees from the Same Business

• 1. Create a tag that is the name of the business
     1. Click here for a tutorial on how to create a tag
  2. Add the tag to the client 

How to Communicate or Market to Employees Using The Company Tag

To market to employees of a business, use the tag that has the business name

How to Communicate or Market to Just the Main Contact for a Business

1. 1. To market to just the main contact, you will need to create a new tag called "Main Contact"
      1. Click here for a tutorial on how to create a tag
   2. Add that tag to each business contact
   3. When marketing to multiple businesses, use the business tag "Main Contact"