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1 vote
How would a user most efficiently move from an Account record to related contact record?

Option 1: Global Search
Option 2: Related List
Option 3: List View
Option 4: Lookup Field

User Surojit
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1 Answer

3 votes

Final answer:

The most efficient way to move from an Account record to a related Contact record is by using the Related List feature in a CRM system, allowing direct access to related records.

Step-by-step explanation:

To most efficiently move from an Account record to a related Contact record in a database or customer relationship management (CRM) system, Option 2: Related List would be the best choice. Related Lists are a feature in CRM systems that allow users to see a list of records that are connected to the record they are currently viewing, eliminating the need for a separate search or navigation step. When viewing an Account record, a user can simply scroll down to the Contacts section where the related Contacts are listed and click on a Contact's name to navigate to their record directly.

User Quenton
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7.0k points