Siebel Sales User Guide > Contacts >

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

  1. Navigate to the Contacts screen.
  2. In the Contacts list, select the contact, and then click the Accounts view tab.
  3. In the Accounts list, click New.
  4. In the Add Accounts dialog box, select the account associated with the contact, and then click OK.
  5. In the Add Accounts dialog box, click New to add a new account.


 Siebel Sales User Guide 
 Published: 18 April 2003