multiple contacts for one account
We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner.
However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a time.
We would like to find a clean solution where:
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One contact can be associated with multiple accounts.
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Each account can have one or more managers (contacts).
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We can easily see from both sides which contacts belong to which accounts.
I know we can create a custom relationship module using lookup fields between Contacts and Accounts, but when sending e-mails from an Account record, those linked contacts don’t appear in the “To” field.
What is the best recommended approach to achieve this in Zoho CRM — including e-mail visibility, workflows, and possible use in portals or automation?
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