Applications Administration Guide > Using Accounts in Siebel Sales >
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
- Navigate to the Accounts screen > Accounts List view.
- In the Accounts list, drill down on the account, and then click the Contacts view tab.
- In the Contacts list, click New, and complete the fields for the contact.
To associate an existing contact with an account
- Navigate to the Accounts screen > Accounts List view.
- In the Accounts list, drill down on the account, and then click the Contacts view tab.
- In the Contacts list, click Add.
- In the Add Contacts dialog box, enter query criteria for the contact, and then click Go.
- Select the contact to add, and then click OK.
To update an external system with an account contact
- Navigate to the Accounts screen > Accounts List view.
- 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.
- In the Contacts list, select the contact.
- In the contact record, drill down on the contact name hyperlink, and then in the contact form, complete any additional fields.
- In the Contact form, click the menu button, and then choose Update External System.
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