Tracking Key Contacts for Portfolio Accounts
To track key contacts for portfolio accounts, add them as contacts linked to the portfolio account record.
To track key contacts for portfolio accounts
- Select the portfolio account record.
For instructions on selecting portfolio accounts, see Finding Records.
- On the Portfolio Account Details page, scroll down to the Contacts section and click Add.
NOTE: You might want to add the Contacts section to your layout. For more information, see Changing Your Detail Page Layout.
- On the Contact List page, click the Lookup icon next to the Name column.
- In the Lookup window, you can click New to create a new contact record or select an existing contact.
- On the Contact List page, fill in the information as required.
- Save the record.