Link / De-Link a Contact

You can easily link an individual contact to a business contact record.  Doing this will allow you to view multiple points of contact that you may with one company on a single screen.  This allows you to more effectively track different conversations and activity with multiple contacts that work for that business.

If a contact were to leave a company and move to another, you can also easily "de-link" that individual contact from the current business record and "re-link" them to the new business...and all notes/history for that contact will carry over with them when you link them to the new business record.

Option 1: "Link Contact" function

Option 2: "Edit Contact" function

To Unlink an individual contact from a business record use the "Unlink Contact" function

 

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