How to link contacts to an organization
If you have contacts that that aren't actively working for an organization, but are involved in a deal with it you have the option to link them to the organization.
| In this article: | |
| Link a contact from Organization view | |
| Link a contact from Contact view | |
| Where to find linked contacts |
Link a contact from Organization view
Link a contact from Contact view
Where to find linked contacts
When you link a contact to an organization it will be marked as such in the Organization view.
Similarly, if a contact is linked to an organization you can see the details in the Organization view pop-up.
NOTES
- You cannot link contacts to other contacts, you can only link them to organizations.