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Linked Contacts

In this help article we take you through the steps in linking contacts between one another and also linking contacts to a particular job. This feature is useful for linking contacts together from the same company/site or who are associated with each other.

Step 1: Navigate to All Contacts and select your Contact

  1. Navigate to All Contacts

  2. Click on a Contact

Step 2: Select Linked Contacts

 

Step 3: Select Link

  1. If you already have linked contacts then they will appear in a list here.

Step 4: Select a Contact to link

  1. You can select an existing contact to link or add a new one.