Organizing contacts/members by company
I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but I need to be able to view and organize our contacts by company instead. Some of our members have provided 5+ points of contact for their company in addition to the primary contact, and it does not make sense to input each point of contact individually instead of grouping them all under one company name. Is there a way to manage and view our members by company instead of individual contacts? We do not really utilize leads; all points of contact are already under the member module.
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