How do I link contacts to each other?

Link contacts to each other to understand their relationships.

Linking contacts to each other is a great way to understand the connection between people and companies that you do business with. 

To link contacts to each other, login to your Zeller Dashboard:

  1. Click on Contacts.
  2. Select the contact you would like to adjust.
  3. Select Add on the contacts detail page.

    1. If the contact selected is a person, the section heading will be businesses.

    2. If the contact selected is a business, the section heading will be people.

  4. Select an existing contact or create a new contact to link.
  5. Click Save.

Linked contacts will now appear on the designated profile and can be selected to access their information. 

Please contact our Support team if you require any further assistance with linking your contacts.