Add contacts to an account

Add contacts to an account

Applicable Roles
  1. ​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:
  1. Click EXECUTE in the menu bar and select Accounts. 



  2. Select the account you want to update from account table view.
  3. Under General Information section, click the contacts icon ()  to add a new contact. 
  4. Enter the details of the new contact.

      

  5. Check the Set as Favorite to add the contact to the favorite list. 

      
  6. Click Save. 
  7. Click See All to view the entire contact list.