Articles in this section

See more

Connecting Multiple Contacts

Avatar
Nik Schultz
  • Updated
Follow
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.

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.

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


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
        
  Toolbar:    
NavMarketing.png    NavSales.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers ✓  
  Salespersons ✓  
  Jr. Salespersons ✓  
 


Connecting Contacts to New Accounts

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

  1. In SharpSpring's top toolbar, click Accounts.
  2. Click  12cog.png  Options > New Account.
  3. In the pop-up window that appears, enter a name for the account. 
  4. Click Create Account.
  5. In the created account's Contacts field, type the name of the contact.
  6. Select the contact to connect to this account.
  7. Repeat as necessary.
  8. Click Save Changes.
  

Click to enlarge.


Connecting Contacts to Existing Accounts

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

Click to enlarge.


Connecting Contacts via the Contact Record

To connect individual contacts to an account via the contact's individual contact record, do the following:

  1. In SharpSpring's top toolbar, click
    Contacts > Contact Manager    .
  2. Click the name of the desired contact.
  3. Click the Overview tab.
  4. In the left panel, scroll down to  
    briefcase.png  Account Name.
  5. Click  pencil.png  Edit.
  6. Select the account to set the contact to.
  7. Click Save.
  

Click to enlarge.

Related articles

×

What's wrong with this help article?

Still didn't find what you are looking for?