• Title and Copyright Information
• Get Help
• 1 Getting Started with Linking Sales Accounts to Back-office Accounts
  • Before You Start
  • Case Study
  • Verify You Have Required Role and Privileges
• 2 Overview of Linkset for Back-office and Front-office Account Linkage
  • Why do you need to link accounts?
  • What happens when you link sales and back-office accounts together?
    • View the list of linked accounts on the Sales Accounts page
    • View the transactions from the linked accounts on the Sales Account page
• 3 Link Front-office and Back-office Records
  • How do you manually link records?
  • How do you create links automatically?
  • How do you create links automatically using duplicate identification batches?
  • How do you remove a back-office account from a linkset?