2 companies linking?

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi all,

Dont know if it has been answered and couldnt find an answer anyway.

I have 2 companies that I sort of what to link.

I wanted to log a call to Company A profile of a conversation I had with Company B about Company A. I was hoping that if I went into the activity of both companies the logged call would appear in both?

These both companies are not associated with each other as they are independent companies?

Any ideas?

Thanks

2

Hi @RQINV,

You can do this at the time of logging the activity or later by following these steps: Associate activities with records

Best regards!