Add contacts to an account
Applicable Roles
- All
Users can add contacts to an account including setting some of these contacts as favorites.
Follow the steps below to add contacts to your account:
- Click EXECUTE in the menu bar and select Accounts.
- Select the account you want to update from account table view.
- Under General Information section, click the contacts icon (
) to add a new contact.
- Enter the details of the new contact.
- Check the Set as Favorite to add the contact to the favorite list.
- Click Save.
- Click See All to view the entire contact list.
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