Overview
Contacts in Matrix are shared across all the hotels in your subscription. A contact becomes useful on a Lead, Opportunity, or activity only once it is associated to the right Account. Attaching a contact to an account links the person to the company they work with.
A contact must be associated to an Account (or a Lead) to appear when you send an email or create an activity. If a contact is missing from those screens, it usually needs an Account association.
How to Attach a Contact to an Account
- Open the Contacts menu in the left sidebar
- Search for and open the contact record
- Locate the Accounts field
- Add the Account the contact belongs to
- Save
The contact is now linked to that account and will be available for emails and activities tied to the account or its related leads and opportunities.
Linking to Multiple Accounts
A single contact can be associated with any number of Accounts. If the person works with more than one company, add each account rather than creating duplicate contact records. (See How to Add Additional Accounts under a Contact.)
Best Practice
One record per person. Keep a single contact record for each individual and attach the accounts they belong to. Duplicating a contact fragments their history and email tracking.
Questions? Email support@m1intel.com