How to Link or Unlink a Contact from a Business Record

You can link an individual contact to a business record, enabling you to view multiple contact points for a single company in one place. This feature is useful for managing communication and tracking activities across multiple contacts within the same business.

If a contact leaves one company and joins another, you can easily 'unlink' the contact from the current business and 're-link' them to the new business. Their communication history and notes will automatically transfer to the new record, ensuring smooth and efficient contact management.

Use case:

If you're working with multiple sales representatives from the same company, linking their contact details to the company record allows you to track all conversations and activities in one place. If a sales representative moves to a different company, you can simply unlink them from the previous company and link them to the new one. This ensures their communication history and notes remain intact and are seamlessly transferred to their new business record.

How this helps you:

• Consolidated Communication: Easily track conversations and activities across multiple contacts within a business, providing a comprehensive view of interactions in one place.
• Seamless Contact Management: Effortlessly manage contact records when employees change companies, ensuring their complete communication history is preserved and seamlessly transferred.
• Improved Organization: Streamline contact relationships across businesses, minimizing the chances of data confusion or loss.

To Link a Contact

Option 1: Using the "Link Contact" Function

Step 1: Navigate to the "Contacts" section in the side panel and find the individual contact you want to link.

Step 2: Click "More" (three vertical dots) and select "Link Contact" from the dropdown menu.

Step 3: Search for or select the business record from the existing business list, then click "Link Contact" to complete the process.

Option 2: Using the "Edit Contact" Function

Step 1: Open the contact you want to link to a business record. Click "More" and select "Edit Contact" from the dropdown menu.

Step 2: Search for and select the required business record in the "Company" field.

Step 3: Click "Update" to save the changes.

To Unlink a Contact

Step 1: Open the contact you want to unlink from the business record. Click the "More" button (three vertical dots) and select the "Unlink Contact" option.

Step 2: Confirm the action to unlink your contact.
 

That's all about linking & unlinking a contact from a business record. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.