I am struggling to figure out how to add a second contact to an existing organization. Can someone

zag Member Posts: 1
edited June 2022 in Sales CRM #1




  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,540
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited June 2021 #2

    Two ways:

    1. Create a contact and link it to the organization. Bottom-up instead of top-down.

    2. Or, under an organization detail, click the + button in People pane and add the person.