Overview
A single contact often works with more than one company. Matrix lets you associate one contact with any number of Accounts, so you keep one clean record per person instead of creating duplicates.
How to Add Additional Accounts
- Open the Contacts menu in the left sidebar
- Search for and open the contact record
- In the Accounts field, add each additional Account the contact is associated with
- Save
The contact now appears under all of the linked accounts and is available for emails and activities on any of them.
When to Use This
- A planner who books for several different companies or brands
- A travel agency contact who manages multiple corporate accounts
- A person who changed companies but still works with you (keep the history, add the new account)
Best Practice
Add accounts, do not duplicate the contact. One contact record with multiple accounts keeps the person's full activity and email history in one place. Creating a second contact for the same person splits that history and causes confusion.
Questions? Email support@m1intel.com