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Connecting Multiple Contacts

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Nik Schultz
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If you would like to have one profile for multiple contacts, such as for a family or company, you can do so by creating one account.

This article will detail how to create one account that has multiple contacts.


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Connecting Contacts

To connect multiple contacts to a new account, do the following: 

  1. In SharpSpring's top toolbar, click 
    New > Account    .
  2. In the pop-up window that appears, enter a name for the account. 
  3. Click Create Account.
  4. In the created account's Contacts field, type the name of the contact.
  5. Select contacts to connect to this account.
  6. Click Save Changes.
  


Click to enlarge.


To connect contacts to an existing account, do the following:
 
  1. In SharpSpring's top toolbar, click Account.
  2. Click the desired account name.
  3. In the account's Contacts field, type the name of the contact.
  4. Select contacts to connect to this account.
  5. Click Save Changes.
  


Click to enlarge.

When multiple contacts are attached to the same account, actions affect all attached contacts. These actions could include the contacts being assigned to a representative, being given an opportunity, and having custom notes set.


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