Linked CRM Entities (Back-End Data Management)

Site Stacker Entities are able to be linked between CRM records for back-end data management. By adding the Person field into any entity you can link and share the entity group between CRM records.


Use Case:

You can link an entity group from Contacts to an Admin/Other User in order to view the same entity information for all the Contacts that the Admin/Other User has managed.

Note: You do not need to add this to a Motion form as it is for Admin/CRM use vs. automation use.


Example

CRM Record 1 (Contact)


CRM Record 2 (Other)



Modified on Tue, 19 Sep 2023 at 01:31 PM

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