|Available in: Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited Editions|
Contacts to Multiple Accounts lets reps associate a single contact with multiple accounts. Every contact needs to be associated with a primary account (the account that appears in Account Name). And now, your reps can associate more accounts with each contact. The primary account represents a direct relationship; the other accounts associated with a contact represent indirect relationships.
Contacts to Multiple Accounts introduces two new related lists to help your reps track and manage account-contact relationships. On contact records, the Related Accounts related list includes the one directly related account and all the indirectly related accounts. On account records, the Related Contacts related list includes the direct and indirect contacts. Reps can add and modify relationships from these related lists.
John Smith is a vice president at Acme Corporations, and Acme is the account on his contact record (1). But John is also involved with the nonprofit organization Greendot Media. By adding Greendot Media as a related account on John’s contact record (2), reps can track this other relationship. John is considered a direct contact to Acme because Acme is the account on his contact record (3). And he’s considered an indirect contact to Greendot Media and any other accounts that he becomes related to (4).
John also appears as a related contact on the Greendot Media account record and any other accounts that he’s indirectly related to (5).