Link contacts to organizations
If you have CRM 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
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Link a contact from Contact view
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Where to find linked contacts
Jump up to Article's Overview ⮝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.