Freshworks CRM allows users to associate multiple Accounts with a Contact. Here are some use-cases where this feature will be helpful -
In a 'Real estate' use case, a seller/property owner/broker (contact) can be associated with more than 1 property (account).
In Tourism, where a travel agent (contact) can be associated with more than one location/tourist attraction (account).
A CEO (contact) of Company 1 (account) can be on the board of directors on Company 2 (account) and thus can act as an influencer for your business in both companies.
How to add multiple accounts to contact?
On ADD CONTACT form, click on icon.
Select to mark an account as primary. Job title field on contact is associated with the primary account
To remove an account, click on associatedto remove any account.
How many accounts can be associated with a contact?
A maximum of 25 accounts can be associated with a contact.
What is the impact of multiple accounts to contacts association on different features of Freshworks CRM?