Adding a Contact

Complete the following procedure to add a contact.

To add a contact

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

2. Drill down on the Name field of an account record.

3. Navigate to the Enterprise Selling Process view, then the Partners view.

4. In the Partners list, select the partner, and drill down on the Name field.

5. 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.

     Note: You can select multiple contacts by holding down the SHIFT key and selecting multiple contacts.

   • Create a new record in the Contacts list, and complete the necessary fields for the contact.