Accounts with consultants, that serve multiple accounts
15 September 2026 at 09:31
We have consultants in our industry that service multiple Accounts. I have been adding essentially duplicate contacts to each account, only a few so far but…
Wondering the best way to handle this.
Would we be better off creating these consultants as accounts and creating a field in accounts to select that Account as the Accounts consultant (or Accounts contact), or just stick to using duplicate contact entries?
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