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Configuring Contacts + Companies Profile Associations

  1. Click the Settings Cog.

  2. Select Settings under Configuration.

  3. Click Profile Associations and select Contacts + Companies.

  4. Configure filters to determine which companies show up on contact profiles and which contacts show up on company profiles.

  5. Click Save.

Available Filters

  • Show All Contacts in Source System(s) or only those who appear in the Contacts Directory

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