Assigning a Business Contact to multiple Business Accounts

D

Dollarbay

I have several clients that own multiple companies and opportunities. I need
to track my activities and history for each company seperately. I have set
up Accounts for each company. The contacts associated with each Account or
Opportunity are the same. When I copy the contacts to Business Contacts from
my Contacts folder I am able to add the contacts to only one Account. It
appears that once a Business Contact is associated with and Account the
Business Contact no longer appears on the list of existing contacts to move
to a second or third account.
 
S

SSinha

Hi,
By BCM functionality, a Business Contact can be associated with only one
account. Although, multiple opportunities can be added to it. In order to
associate the Business contact with multiple accounts, it is advised to have
copies of the contact in your business contacts folder.
Regards,
 
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