D
Dollarbay
I have several clients that own multiple companies and opportunities. I need
to track my activities and history for each company seperately. I have set
up Accounts for each company. The contacts associated with each Account or
Opportunity are the same. When I copy the contacts to Business Contacts from
my Contacts folder I am able to add the contacts to only one Account. It
appears that once a Business Contact is associated with and Account the
Business Contact no longer appears on the list of existing contacts to move
to a second or third account.
to track my activities and history for each company seperately. I have set
up Accounts for each company. The contacts associated with each Account or
Opportunity are the same. When I copy the contacts to Business Contacts from
my Contacts folder I am able to add the contacts to only one Account. It
appears that once a Business Contact is associated with and Account the
Business Contact no longer appears on the list of existing contacts to move
to a second or third account.