How should I associate contacts with multiple companies in a CRM?

Question

For individuals like investors or board members who hold roles across multiple companies, should you create one contact record linked to many accounts, or separate contact records for each account?

Community Member · Accepted Answer

• Use Account Contact Roles to associate contacts with multiple companies
  - This feature allows a single contact record to be linked to multiple account records
  - Be aware that maintaining these relationships requires ongoing attention and governance

Community Member · Answer

NULL

The original answer provided is incomplete and contains only an assumption about the software being used (Salesforce), with no actual guidance on how to associate contacts with multiple companies. There is no actionable content to reformat.

How should I associate contacts with multiple companies in a CRM?

2 Answers

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