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Promoting a Personal Contact to a Sales Contact

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Contact records can be promoted from the My Personal Contacts view to the My Contacts view.

To promote a contact from My Personal Contacts to My Contacts

Navigate to the Contacts screen.
From the Show drop-down list, choose My Personal Contacts.
In the Contacts list, select the contact for promotion.
In the Contact form, click the show more button to display additional fields.
In the Contact form, clear the check box in the Private field.

The Contact record appears in the My Contacts list.

NOTE:  You cannot designate a contact as Private (My Personal Contacts) from the My Contacts list.

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