Delta Data Services LLC

Zoho CRM Tip: The Contact Tab (Part 2)

Delta Data Services LLC
12.04.21 03:58 PM Comment(s)

Zoho CRM Tip: The Contact Tab (Part 2)

This is part 2 of the Contacts Tab blog. In part 1 of the Contact Tab we walked you through the basics of Contact tab, Contact profile and how to edit the Contact. Here we will elaborate Multiple Contacts in Single Account, how to select the Account for the Contact and see Contacts as Related List in the Account Profile, 

Multiple Contacts, Single Account:

When you select the Account Name from the pick list in a Contact profile, it associates the Contact to that Account. From then on, scrolling down below the Account information will show the related list of Contacts and this will show all the non-Primary Contacts in that Account.

When you pick the Account name be sure it does not exist because typing the name in the field creates a new Account which creates a duplicate.

Choose Account:

This is what a pop-up looks like when you click the lookup on Account

Use the search functionality to narrow down the options and find the record you are searching for.

You have to click the magnifying glass for the search to run.

Contacts as Related List to Account:
This is what it looks like when you scroll down past the Account profile in the Account and see all the related Contacts. This is called a Related List. Keep scrolling and you will see other related lists like Emails, Open and Closed Activities, Products etc.

To quickly get to the Related List you want, click on the List on the left-hand side of the screen.

You can add the new Contact, by clicking the "+" sign on both locations.

For more Zoho CRM Tip, stay tuned to our blogs. We cover all the basics of Zoho CRM from the beginner level moving to the advanced level. For one-on-one Zoho help you contact us below and schedule a free session. For video tutorials visit our YouTube channel.

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