How to link contacts to an organization
If you have contacts 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 at the bottom of your contacts.
Similarly, if a contact is linked to an organization you can see the details in the Organization view pop-up.
- Contacts can not be linked together if neither has an organization.
- To link Contacts at least one of them needs to have an organization.