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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 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, select the contact to add, and then click OK.
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