Associate Contact when Adding Relationship — Cloud Customer Connect
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Associate Contact when Adding Relationship

in Sales 6 comments

In CX Sales, open any Account → Add a Relationship (select existing Contact and give it a relationship type) → The added contact shows up in the 'Relationships' area, but does not show in the 'Contacts' of the Account.

How to ensure that if a contact is added in relationship of an Account, then also associate the contact in the 'Contacts' area of the Account.

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