Once in a company record, select ‘Add Employees’ from the side menu on the left, to link existing people in the database to the company.
A People Search pop out window will appear. Simply run a search to find the relevant person / people you wish to add, select the checkbox to the left of their name and click ‘Add to Company’.
Once added, the employee will appear in the Employees tab on the horizontal bar on a company’s record.
You also can create a new employee, which will take you through the process of creating a new person in your database and then automatically tag them as an employee of the company.
