How to Add a Contact to Multiple Accounts in Salesforce.com
How to Add a Contact to Multiple Accounts in Salesforce.com How to Add a Contact to Multiple Accounts in Salesforce.com If you’re using Salesforce.com, adding a contact to multiple accounts can seem like a daunting task, but it’s actually quite simple. Whether you want to add a contact to two accounts, three accounts, or more, Salesforce.com makes it easy to do so. In this article, we’ll walk you through the steps to add a contact to multiple accounts in Salesforce.com. Step-by-Step Guide to Adding a Contact to Multiple Accounts in Salesforce.com Log in to Salesforce.com Select the Contact Click on “Edit” Click on “Add to Multiple Accounts” Select the Accounts Save Changes Here are a few tips and tricks to keep in mind when adding contacts to multiple accounts in Salesforce.com: Use the “Add to Multiple Accounts” button sparingly Consider crea
Comments
Post a Comment