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.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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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:
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