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Adding Contacts to Accounts in Sales Handheld

A contact is a person with whom you have a personal or business association. As you continue to work closely with a prospective account, professional contacts associated with the account become important. Contacts can belong to multiple accounts, only one of which is the primary account.

To add a contact to an account

1. Navigate to the Accounts screen.

   The My Accounts list appears.

2. In the My Accounts list, select the account to which the contact will be added.
3. From the Show drop-down list, select Contacts.
4. In the Account Contacts view, tap the Contacts list to select it, and then tap the New Record button.
5. In the Add Contacts dialog box, select the contact, and then tap OK.