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.

Syensqo IS - Customer Support > Contact: Link a Product to a Contact > image2016-8-3 9:53:31.png

From the contact page, hover on the related list Contact Product Relationship and click on New Contact Product Relationship

Syensqo IS - Customer Support > Contact: Link a Product to a Contact > image2016-8-8 13:55:56.png

Syensqo IS - Customer Support > Contact: Link a Product to a Contact > image2016-8-3 9:55:27.png

Search the product to be related to the contact and then click on Save

Syensqo IS - Customer Support > Contact: Link a Product to a Contact > image2016-8-8 13:56:11.png

Syensqo IS - Customer Support > Contact: Link a Product to a Contact > image2016-8-3 9:56:12.png

Once found, the relationship is presented

Syensqo IS - Customer Support > Contact: Link a Product to a Contact > image2016-8-8 13:56:21.png

Syensqo IS - Customer Support > Contact: Link a Product to a Contact > image2016-8-3 9:56:56.png

Great! Now on your contact page layout, you can easily check which product is in discussion with this contact

Syensqo IS - Customer Support > Contact: Link a Product to a Contact > image2016-8-8 13:56:37.png

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