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Contact Associations

Contacts in Outsprint are linked to other records -- companies, deals, tickets, and lists. These associations give you a complete view of each contact's relationships.

Contact associations

Company Association

Every contact can be linked to one company. The association is set in two ways:

  • Manual -- Choose a company when creating or editing a contact
  • Automatic -- When you create a contact with an email like sarah@acme.com, Outsprint checks if a company with the domain acme.com exists and links them automatically
You
Associate Sarah Chen with Acme Corp
Outsprint AI
Sarah Chen is now associated with Acme Corp.

Deal Association

Contacts can be associated with multiple deals. Each contact on a deal has a role that describes their position in the buying process:

Role Description
Decision Maker Final authority on the purchase
Influencer Influences the decision
Champion Internal advocate for your product
Blocker Opposing the deal
End User Will use the product

Roles are displayed as badges next to contact names on deal records.

Ticket Association

When a contact submits a support ticket, they are automatically linked. You can view all of a contact's tickets in their detail view.

List Membership

Contacts can belong to static or dynamic lists. List memberships are visible in the contact's detail view under the Associations section.

Viewing Associations

The contact card and detail view show all associations at a glance:

  • Company with a clickable link
  • Open deals with total value
  • Open tickets count
  • List memberships

Pro Tip

Ask the AI about associations: "Which deals is Sarah Chen involved in?" or "What company does Mike Park belong to?"

What's Next