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

1
Open the Organization view →  Link a 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.

Link a contact from Contact view

1
Open contact → click 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.

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.

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