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Associating a Contact with a Reference

You can designate a specific contact within a referenceable account. This contact can provide you with reference information or the individual can be the point-of-contact for activities associated with the account.

This task is a step in Process of Managing Accounts and References.

To associate a contact with a reference

  1. Navigate to the References screen, then the Reference List view.
  2. Drill down on the Stage field of a reference record.
  3. Click the Contacts view tab.
  4. In the Contacts list, perform one of the following steps:
    1. Click Add Contact to open the Add Contacts dialog box, and then select the contact from the list.
    2. Click New to add a new row to the Contacts list, and then complete the necessary fields for the contact.
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