Is it possible to associate a contact with multiple Accounts?
It is not possible to associate a single contact with multiple Accounts. You can only associate an Account with multiple contacts.
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Sending emails from multiple accounts
Sending emails from multiple accounts will lead to confusion sooner or later. You may wind up wasting valuable time, losing contacts, or worse, getting blacklisted by an email service provider for spamming recipients. Here are a few things to avoid ...
Sending emails from multiple accounts
Sending emails from multiple accounts will lead to confusion sooner or later. You may wind up wasting valuable time, losing contacts, or worse, getting blacklisted by an email service provider for spamming recipients. Here are a few things to avoid ...
Sending Emails from Multiple Accounts
Sending emails from multiple accounts will lead to confusion sooner or later. You may wind up wasting valuable time, losing leads, or worse, getting blacklisted by an email service provider for spamming recipients. Here are a few things to avoid when ...
How can we associate one contact to many accounts without duplication?
If you have many accounts associated with a common contact, for example one business owner may be part of three or four accounts. You will have to enter the owner's name four times to associate all the activities to the respective accounts. In such ...
Creating Accounts
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...