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Associating a Contact with an Account
A contact can be associated with one or more accounts, although the contact is designated as the primary on only one account. Use the Accounts view to list accounts associated with a contact.
To associate a contact with an account
- Navigate to the Contacts screen.
- In the Contacts list, select the contact, and then click the Accounts view tab.
- In the Accounts list, click New.
- In the Add Accounts dialog box, select the account associated with the contact, and then click OK.
In the Add Accounts dialog box, click New to add a new account.
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Siebel Sales User Guide Published: 18 April 2003 |