How to Link a single Contact to Multiple Accounts?

Pipeliner allows you to link multiple Accounts to single Contact. You can enter Contact position for every Account and select one Primary Account. Primary Account is the main Account for the Contact, that will be used for reporting purposes.

How to Link Contact to Accounts

  1. Open Contact detail view by clicking on it twice.
  2. Scroll down for the Account field.
  3. Click on the Add Account button.
  4. Start typing the Account name to search for it or create a new Account.
  5. You can fill in Contact position for new Account by clicking on Add position.
  6. Save the Account relation.
  7. Save the Contact to apply changes.

How to Select Primary Account

  1. Scroll down for the Account field.
  2. Click on the Gear wheel button next to the Account you want to set as primary.
  3. Select Set as Primary from the menu.
  4. Save the changes.
  5. You can select if you want to see the list of Accounts or only Primary Account by toggling the button Show Only Primary / Show All Accounts.
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