III. Setup Association Cards

Setting up Association Cards

Step 0: Association Labels:

1. Team Boomerang will be pushing Association labels to your CRM. Go to Settings>Data Management>Objects>Contacts> Associations to confirm they are present:

1. The following association should be present in your CRM- A. In Type: Contacts to Company- Past Company (Many) B. In Type: Contacts to Contacts- Past Contact (Many)

Step 1: Create Association Card:

1. Go to Settings>Data Management>Objects>Contacts> Record Customization.

2. Select the Contact view currently in use.

3. Click on Add Cards in left, middle section or right hand section as per your placement preference.

4. Create Cards and create the following Association Table cards:
1. BR Past Contact Details. Add the following details: Card Title: Boomerang Past Contact Details Properties: Object Type- Contact Add the following properties: First Name, Last Name, Job Title, Company Name, Contact Owner, Last Activity Date Click on Save
2. BR Company Details. Add the following details: Card Title: Company Details BR Properties: Object Type- Companies Add the following Properties: Company Name, Company owner, Linkedin Company Page, Company Size Click on Save

5. Go to the contact layout to re-arrange the tiles to the desired position. In each tile- go to Association Label dropdown and select the correct association- Past Company/Past Contact as required.