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Linked Contacts
How "Linked Contacts" work with commercial contacts
You can now link contacts to commercial insurance contact records. This will allow you to see all of the people involved with the business. You can also treat them like any prospect account and add them to campaigns or communicate with them.
1) Click on "Other Details" in the commercial contact record.
2) Click "Link Contact" and search for an existing contact record inside Better Agency.
3) Click "Save"
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