Step By Step
From the contact page, it is possible to link one or multiple product to the contact, in order to record the product(s) discussed and further list the contact based on the product(s) associated. | |
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 | |
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