How to link one contact to multiple projects？
Sometimes, one contact may be involved in multiple projects. In this case, you could use CRM user alias. A CRM user alias is an email alias of yours that ends with '+crm'. E.g. if you email address is '[email protected]', then you could use 'firstname.lastname@example.org', 'email@example.com', etc.. as CRM user alias.
In general a CRM user alias has a higher precedence when deriving the project from contact.
3. In this project selector page, check 'create a new opportunity'. In the contact list, make sure 'firstname.lastname@example.org' is checked.
Besides, all future emails that involve 'test7+pro[email protected]' will be automatically linked to project A.