Add an Affiliation to an Account or Contact

Add an Affiliation to an Account or Contact

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Tutorial

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Introduction

What you should know:

Affiliations are used to assign an attribute, characteristic, or other CRM related tag to an account or contact. Multiple affiliations can be assigned to an account or contact. The affiliations assigned to accounts and contacts can then be used to filter or group the accounts for various uses such as campaign assignment, account outreach, newsletter distribution, incentives or promotions, and so on. Although not covered in this Quick Start course, affiliations can be included in Affiliation Groups. This can lead to better identification and targeting of accounts, or simply provide better organization when affiliations are used extensively.

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Add an Affiliation to an Account or Contact

QUICK START

Add an Affiliation to an Account or Contact

Tutorial

Resources

Introduction

In this tutorial:

Review the tutorial for instructions on adding an affiliation to an account or contact.

Add an Affiliation to an Account or Contact

QUICK START

Add an Affiliation to an Account or Contact

Tutorial

Resources

Introduction

Learn More About This Topic

Account and Contact Affiliations

Manage Affiliations (including Affiliation Groups)

For further information on topics related to this Quick Start course refer to the following articles.