Linking Companies to each other?
Hi all,
I am new to Zoho CRM, migrated from Daylite (Mac software).
I wonder if there is a chance to link / connect accounts or contacts to each other.
For example, when I link account A to account B, I can see (in both of their account details) that those two accounts have a relationship. Maybe A was B's old customer etc.
On my previous CRM software (Daylite), I was able to link all types of accounts / contacts / potentials to each other.
(Please see image)
So something like that is very useful to have a complete Customer relationship management.
Is there a way to make such thing?
I appreciate your help.