Best Practices for Associating Contacts to Multiple Accounts in CRMs
Hey folks, have a question about how you approach Contact to Account association in CRMs For an Investor/Board member who play a role in multiple companies at once, how do you handle the Contact to Company association in your CRM?
- 1.
Do you associate the Investor/Board member to many accounts?
- 2.
Do you create individual contacts for each account?
