Associating Primary Contacts with Agreements

You can associate a primary contact with an agreement.

To associate a primary contact with an agreement

1. Navigate to the Agreements screen, then the List view.

2. Drill down on the Name field for a selected agreement, and click the Primary Contacts view tab.

   On the Primary Contacts form, the fields for the Legal Contact, Billing Contact, and Shipping Contact are populated with the primary contact for the account.

3. If you want to change a primary contact, then drill down on the Account field for a selected agreement.

4. In the Last Name field, select another contact.

   The list of available contacts is limited to the contacts that are associated with the account.