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Connecting Multiple Contacts

Article: 000050247
Updated: November 6, 2023

To have one profile for multiple contacts, you can create one account. When multiple contacts are attached to the same account, actions affect all attached contacts. These actions include the contacts being assigned to a representative, being given an opportunity, and having custom notes set.

 
Users:
Administrators✓ 
Company Managers✓ 
Marketing Managers✓ 
Sales Managers✓ 
Salespersons✓ 
Jr. Salespersons✓ 


Connecting Contacts to New Accounts

To connect multiple contacts to a new account, do the following:

  1. Click Sales > Accounts in the left toolbar.

    Connecting Multiple Contacts

     

  2. Click  + Account to add a new account.

    Connecting Multiple Contacts

     

  3. Enter the account information.
  4. Click Save.

    Connecting Multiple Contacts

     

  5. Click on the newly created account.  Type the name of the contact in the created account's Add a Contact field. 
  6. Select the contact to connect to this account. Repeat as necessary.
  7. Click Save Changes.

    Connecting Multiple Contacts

     

 

Connecting Contacts to Existing Accounts

To connect contacts to an existing account, do the following:

  1. Click Sales > Accounts in the left toolbar.

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  2. Click the desired account name.
  3. Type the name of the contact in the account's Add a Contact field.
  4. Select the contact to connect to this account. Repeat as necessary.
  5. Click Save Changes.

    Connecting Multiple Contacts

     

 

 

Connecting Contacts via the Contact Record

To connect individual contacts to an account via the contact's individual contact record, do the following:

  1. Click Contacts in the left toolbar.
  2. Click the name of the desired contact.

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  3. Click the Overview tab.

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  4. Scroll down to  briefcase.png  Account Name in the left panel.
  5. Click  pencil.png  Edit.

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  6. Select the account to set the contact to.
  7. Click Save.

    Connecting Multiple Contacts

     

 

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