Associate a contact with multiple companies or accounts
Edition: Enterprise and above | Industry: Applicable for all industries | Features: Multi-select Lookup Field and Module Customization
Scenario:
A wealth and asset management consultancy helps customers connect with a suitable financial advisor in their area. Depending on the clients portfolio, they may require more than one advisor to manage their assets. In these cases, one client will be connected to multiple advisors and, at the same time, one advisor will be connected to multiple clients. In order to recommend the right advisor, the consultancy needs to have a holistic view of its advisors and the clients they are currently engaged with.
Requirements:
The firm has to establish a connection between the clients and advisors, such that:
- One client is associated with multiple advisors
- One advisor is associated with multiple clients
Solution:
Jonas is the account manager and CRM administrator at the consultancy. He needs to connect the advisors and clients so that they can see the list of advisors that are associated with a client and vice versa. To do this, he needs to:
- Customize the CRM account: Rename the Accounts and Contacts modules to Advisors and Clients, to store details of the clients and advisors the firm does business with.
- Establish many-to-many-relationship: Add a multi-select lookup field to the Clients layout.
To add a multi-select lookup field do the following:
- Go to Modules and Fields, select the Clients module and then the Standard layout.
- Drag and drop the multi-select lookup field onto the layout and enter the following values:
- Check Allow creating relationship-specific module and click Done.
Field name | Value |
Field label | Advisors |
Select related module | Advisors |
Field label in related module | Associated advisors |
This will allow the agents to:
- View the list of advisors that a client works with in the related list.
For example, in the image below, Paul Smith is the client who is associated with the following advisors: John, Nathan, Alicia, and Kevin. - View the list of clients that an advisor is dealing with in the related list.
For example, in the image below, Nathan Brooks is the advisor who is associated with the following clients: Paul, Phill, and Albert. - Get all the details of the client, the advisors they work with, and all related activities in the linking module.
- Enter criteria in the advanced filter to find records quickly.
- Generate a report to summarize the number of managed and held-away assets, the number of pending assets, the average number of clients managed by each advisor, the asset type that generates the most revenue, and more.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Many-to-Many Module Association
Your sales data are often inter-related. When you maintain this data in CRM, you need to have ways by which you can establish the required association between them appropriately. This field is available for Enterprise and above editions. For example, ...FAQs: Account Management
What is an Account? Accounts are companies or departments within a company with which you have business dealings. In Zoho CRM, single or multiple contacts can be associated to an account. In a typical B2B scenario (one business selling ...Managing Multiple CRM Organizations
Access multiple CRM accounts using one sign-in Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations that maintain different CRM accounts to manage their ...Creating Accounts
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...FAQs: Multiple Sales Pipeline
1. What is a sales pipeline? A sales pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stayed in each stage, and whether you ...
New to Zoho LandingPage?
Zoho LandingPage Resources