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Associating a Contact with an Account

As you work with a prospective account, you develop business relationships with the contacts associated with an account.

Contacts can belong to multiple accounts, only one of which can be the primary account. Deleting a contact record in the Accounts screen's Contacts view only removes the contact's association with the account. The original contact record is still available in the Contacts list.

To associate a new contact with an account

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, drill down on the account, and then click the Contacts view tab.
3. In the Contacts list, click New, and complete the fields for the contact.

To associate an existing contact with an account

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, drill down on the account, and then click the Contacts view tab.
3. In the Contacts list, click Add.
4. In the Add Contacts dialog box, enter query criteria for the contact, and then click Go.
5. Select the contact to add, and then click OK.

To update an external system with an account contact

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, drill down on an existing account, and then click the Contacts view tab.

   To create a new account, see Creating an Account.

3. In the Contacts list, select the contact.
4. In the contact record, drill down on the contact name hyperlink, and then in the contact form, complete any additional fields.
5. In the Contact form, click the menu button, and then choose Update External System.