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

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

 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,565
    5 Likes First Anniversary First Answer 5 Up Votes
    edited June 2021 #2
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    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.

     

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