Siebel Applications Administration Guide > Accounts >

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, and only one account 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, then the Accounts List view.
  2. In the Accounts list, drill down on the Name field of the account.
  3. Click the Contacts view tab.
  4. In the Contacts list, click Add.
  5. In the Add Contacts dialog box, select the contact to add, and then click OK.
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