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.
The following user roles can connect multiple clients:
- Administrators
- Company Managers
- Marketing Managers
- Sales Managers
- Salespersons
- Jr. Salespersons
Article Contents
Connecting Contacts
To connect multiple contacts to an account, do the following:
- In SharpSpring's top toolbar, click
New > Account.
- In the pop-up window that appears, enter a name for the account.
- Click Create Account.
- In the created account's Contacts field, type the name of the contact.
- Select contacts to connect to this account.
- Click Save Changes.
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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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