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Thursday, August 21, 2014

Contacts to Multiple Accounts

Contacts to Multiple Accounts

  • People often work with more than one company. A business owner might own more than one company or a consultant might work on behalf of multiple organizations. Relate a single contact to multiple accounts so you can easily track the relationships between people and businesses without creating duplicate records.

  • When you use Contacts to Multiple Accounts, each contact still requires a primary account (the account in the Account Name field). The contact and its primary account have a direct relationship. But you can add other accounts to the contact. These secondary account-contact relationships are indirect.



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