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Conga Support

Company People Overview

The people who are the points of contact (POCs) for a company must be manually added to the Company Profile by creating a Person Profile using the Add Person button in the People browse screen, which is accessed by selecting the People link in the Links section of the Company Profile. However, a person is automatically added to the People browse screen in the Contract Profile whenever that person is assigned a responsibility for the contract, which is accomplished by clicking on the Add Responsibility button in the profile. However, the list of available people for a contract responsibility is limited to the people in the Address Book who have been assigned that responsibility (function).

You can perform the following tasks for the people associated with a company:

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