Is there a way to link associated contacts? At present, the only thing I can see is to add a “person” to an “organization”. Many times, the associated contact does not work for the organization. They may be a lawyer, a wealth manager, a referral source, a gardener…
I’ve been adding my clients name to the notes section of each associated contact hoping “that” would at least help me refine search results. Even that doesnt work.
Can we add a section for “associated contacts” in the details page? Can we make it easy to attach contacts together that work for different organizations?
CRM basics when dealing with thousands of contacts… How do I know this person ? When did I meet them? Who are they associated with?
Thanks!