Associate/Link Records Based on Existing Relationships For Related Records

Hi there,

We are pleased to announce that Insycle can now help you associate records based on existing associations of related records.

Imagine a scenario where you have a contact associated with a company, and that same company is also associated with a deal. The missing leg in this triangular relationship is the association between the contact and the deal. You need to ensure that this information is always at the fingertips of your sales team, who may interact with several stakeholders within a company in order to close a deal.

Now, Insycle can automatically detect these existing associations and help you find records that are missing links to related records.