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

1
Open the Organization view → click on the link icon.

2
Type the name of the contact you want to link → select contact from the suggested drop-down → Link

3
Your contact will be marked as linked in the Organization view.

Link a contact from Contact view

1
Open contact → click on the arrow in the organization icon → Link contact.

2
Type the name of the contact you want to link → select contact from the suggested drop-down→ Link.

3
Your contact will be marked as linked in the Organization view pop-up.

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.

Notes:
  • Contacts can not be linked together if neither has an organization. 
  • To link Contacts at least one of them needs to have an organization.

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