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Associating a Contact with a Reference

You can designate a specific contact within a referenceable account. This contact can provide you with reference information or the individual can be the point-of-contact for activities associated with the account.

This task is a step in Process of Managing Accounts and References.

To associate a contact with a reference

1. Navigate to the References screen, then the Reference List view.
2. Drill down on the Stage field of a reference record.
3. Navigate to the Contacts view.
4. In the Contacts list, perform one of the following steps:
   • Add an existing contact, select the contact from the Add Contacts dialog box, and click OK.
   • Create a new record in the Contacts list, and complete the necessary fields for the contact.