Connect Records
Once the connection control is established, you can further drill N-level down through the records within the connection relationship view and connect any record to the main primary record as a connection.
For example:
Consider that a user wants to drill through the records within the connection relationship view and connect a specific record to the main primary record (to create a connection).
In this connection relationship view, account ‘A Datum (Sample Data)’ is the main record and it has 2 associated opportunities, and user can further drill through ‘Expressed interest in A. Datum X line of printers’ opportunity record to see its contact.
Now the user wants to connect this ‘Abraham McCormick’ contact to ‘A Datum (Sample Data)’ main account record. This can be achieved with just few steps.
  • First, right click on ‘Abraham McCormick’ --> Click on ‘Connect’ option.
  • Select the role category to create a connection with to account from the given list.
  • Pick a category and choose one of the roles under it.
  • Once connection role is selected, ‘Create Connection’ form will open up with contact record set to the field ‘Selected Record’.
  • Click on ‘Save and Close’.
  • The connection is now successfully created and it will start appearing under ‘Connections’ of ‘A Datum (Sample Data)’ account record.
Last modified 8mo ago
Copy link