Connecting Personal & Company records

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hi guys.

i looking around find answer couldn't. here wondering about.

 

1) have small web form first & last name, email, work phone & company name.

when subscribe form, company makes separate company record , not connected in way person data form. company name stored totally separately. can somehow connect 2 informations (person & company) together? or, wouldn't better add custom crm field "company" every customer? , why company record stored separatelly in system?

 

3) in custom report, can no make record 3 desirable informations (customer, company & custom case)

this solved solving first item. anyway, how it?

 

thanks lot suggestions.

the crm uses relationships can link people companies or family members etc indeed there.

at time can create custom crm fields , add them form store more information.



More discussions in Customer Database (CRM)


adobe

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