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Adding Contacts to an Account

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As agents work closely with prospective or customer accounts, they need to accurately maintain the contacts associated with the account. The following procedure describes how to add one or more new contacts for an account. For information about adding contacts who are not associated with accounts, see To create a new contact.

To add contacts to an account

Navigate to the Accounts screen, and select the account in the Accounts list.
Click the Contacts view tab.
In the Contacts list, add a new record, and complete the fields.
Click the hyperlink in the Last Name field to navigate to the Contacts screen to add additional information about the contact.

For more information about the Contacts screen and available fields for recording contact information, see Contacts.

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