10.1 Linking Projects to Contacts

Related Products Tradepoint Enterprise

A project can be linked to a contact in two ways. First by searching for and linking the contact within the project screen or secondly, by creating a new project from a contact screen the contact will be linked automatically to the project.
To link a contact to an existing project, go to the overview screen of a project and search for the contact within the field.

 
The project will show up in a contacts account. Conversely, if a project is started form a contact the project will automatically be linked to the contact.

 
With either method, the project will be linked to the contact and show up in that account and the contact will be displayed within the project.