Hello - I'm trying to create the proper relationships in the CRM.
- I have a Parent Company (PC)
- I have 500 Marketing Managers (MM)
- I have 2500 Properties (Prop) that they manage
1. I created an Account for the PC
2. I created an Account for the Prop
3. I created a Contact for the MM
4. I associated the MM to the PC
Problem: I need to associate the Prop with a MM
- Q. How do I get a field on the Prop Account to connect a MM?
- Q. Conversely, how would I attach 1 MM to multiple Prop?
My preference would be to be able to do both so I can see on the account which MM manages that property AND I can see on the contact list, which properties each contact manages. It's a basic user reference question.
Thank you.