Replies posted by Heidi Tedhams

1 Reply

Heidi Tedhams
Beginner
Heidi TedhamsBeginner
asked in Ask a Peer

Individual Contact as Organization?

Thank you Max. The circle vs. square icons makes sense and is a good heads up.. haven’t needed to utilize the difference until now. I do believe though by making an individual a contact first and then an org, we can still link the contact to their (same named) org. As long as we are careful about who gets sent/assigned what, I couldn’t think of any other issues. Appreciate the quick response!

4
ChantalV
Beginner
4 months ago

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