Linking contacts or deals?

by rodzilla ()

Is there a facility to link contacts? We often have many contacts in a single company, related contacts like consultants, and companies that partner in a real estate deal. Do you have a way to model these relationships?

A common solution is to use a data field to include a common phrase (like "West Dominion Plaza") in the field. Then a text filter for "West Dominion" or "Plaza" ONLY lists those records. Surprisingly effective...

by paulfox on Fri, 2008-02-15 20:48
In Salesforce, contact roles can be assigned based on who they are. I'd recommend creating a contact role for consultant and partner, that way you can tell who's part of the company and who's not. Paul