Applications Administration Guide > Contacts >

Promoting a Personal Contact to a Sales Contact

Contact records can be promoted from the My Personal Contacts view to the My Contacts view.

To promote a contact from My Personal Contacts to My Contacts

  1. Navigate to the Contacts screen > Personal Contacts List view.
  2. In the Contacts list, select the contact for promotion.
  3. In the Contact form, clear the check box in the Private field.

    The Contact record appears in the My Contacts list.

NOTE:  You cannot designate a contact as Private (My Personal Contacts) from the My Contacts list.

Applications Administration Guide