Related Parties

Manage the Accounts/leads tagged to your Contact. By default, all the Accounts/leads tagged to the selected Contact will be listed here. 

To link an existing Account/lead to the Contact: 

  1. Click on the ‘Add from Existing’ button. 
  2. A popup will be displayed with a list of all the Accounts/Leads in the system. 
  3. Search for the required Account/Lead using the search boxes and click on the record once found. 
  4. The popup will be closed, and the selected Account/Lead will be listed in the ‘Related Parties’ tab. 

To dissociate a Contact from an Account/Lead: 

  1. Go to the View Account/Lead -> Related Parties tab.  
  2. Click on the Remove button against the Contact to dissociate the Contact from the account/lead.  
  3. The system will check whether there are open Opportunities/Activities/SRs for this Contact against this Account and display a warning if open records are found. 
  4. Once the user manually closes the Open records and tries to remove the Contact, the Contact will be removed successfully. 
  5. If the Contact being removed is currently the Primary Contact of the account, the system will automatically mark the next oldest contact assigned to the account as the Primary Contact. 
  6. If only the Primary Contact remains attached to an Account, the system will display an error message when you try to remove the Contact. 

Related Resources