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Add client companies and contacts

End clients is where your client companies and their contacts live. You share lists with these contacts, and you can see which lists each company has received.

Written by Jan Alexander Jedlinski

Who can do this: everyone in your company (Owners, Admins and Members).

End clients is where your client companies and their contacts live. You share lists with these contacts, and you can see which lists each company has received.

Open End clients

Click End clients in the left menu. You see all your client companies, with the number of contacts, lists shared and the date each was added. Use the search to find one.

End clients page with the company count, search and Create new company

Add a company

  1. On End clients, click Create new company.

  2. Enter the company name and click Save.

  3. On the company page, click Add domains to add the company's web domains, for example clientcompany.com.

Add a contact

  1. Open the company on End clients.

  2. On the Contacts tab, click Add new contact.

  3. Fill in the contact's email address, First name and Last name, then click Add contact.

You can also add a contact while sharing a list: type their email in Share your list, choose (add as new contact), and pick their Company or add as new company.

Company page with Edit name, Add domains, the Contacts and Lists shared tabs, and Add new contact

See what a company has received

Open the company and click Lists shared.

Good to know

  • To rename a company, open it and click Edit name.

  • If you use Bullhorn, you can sync your Bullhorn companies and contacts instead of adding them by hand. See Sync Bullhorn companies and contacts.

  • Once you've shared a list, the client company's name and domain show under the list name.

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