Linked Accounts

CRM > Accounts > Linked Accounts

Admin > CRM > Accounts > Linked Accounts

The Linked Activities tab associates an accounts with other accounts in your system.

Adding Linked Accounts

1. Select the Admin > CRM > Accounts > Linked Accounts tab.
2. Click Add.
3. Enter the following fields in the Linked Account tab.
   • Account - Select another account to link with this account.
   • Link Type - General
   • Notes
4. Click Save.
5. Click the Custom Fields tab.
   • Enter values in the custom fields, as appropriate for this record.
   • Custom fields are maintained using the Admin > My Company > Custom Fields page.