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How to create and edit a BtoB contact ?

From the BtoB contacts page, you can track and analyze all your structures and the contacts linked to them.

 

1. Create a structure

To add a new structure, go to the BtoB contacts tab (1), then click the Add a structure button (2).

A side panel will open with the different fields to complete. Enter the information related to the structure you want to create or edit. Finally, click Save.

2. Edit a structure

To edit a structure, click on the structure name:

The side panel will open, allowing you to modify the desired information. However, you cannot change the B2B contact's name, as it serves as the unique key. In other words, it acts as a unique identifier for the B2B contact: it prevents duplicates and secures the linking of your data.

Finally, click Save.