Manage company and contact details from a lead card

What you’ll need:

• Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial).

In Kommo, you can view and update company and contact details directly from the lead card, saving time – especially when you’re managing a large number of records.

Add a company from a lead card

1. Go to Pipelines → All leads → Click a lead to open the lead card. 

2. Click +Add company. 

3. Enter the company details → Click Save. 

Edit company details from a lead card

1. Go to Pipelines → All leads → Click a lead to open the lead card.

2. Click the field you want to update → Select Edit.

   

3. Make your changes → Click Save. 

Unlink a company from a lead

1. Go to Pipelines → All leads → Click a lead to open the lead card.

2. Click the three dots (… ) → Select Unlink, then confirm. 

Delete a company

1. Go to Pipelines → All leads → Click a lead to open the lead card.

2. Click the three dots (… ) → Select Open details (this opens the company profile). 

3. In the profile, click the three dots (… ) → Select Delete company, then confirm. 

Note: You can manage contact details the same way as company details – just use the three dots (… ) menu next to the contact name.