Step By Step
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From the contact page, hover on the related list Contact Product Relationship and click on New Contact Product Relationship | |||
Search the product to be related to the contact and then click on Save | |||
Once found, the relationship is presented | |||
Great! Now on your contact page layout, you can easily check which product is in discussion with this contact | |||
Related articles
- Contact: Creation of Create a contact Contact: Creation from in Salesforce and from Lightning for Gmail
- Contact: Involved Contact
- Contact: Search a Contact
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