Contacts are added to Business Accounts as persons responsible for purchases and product procurements. More than one Contact can be added to collect persons Emails, record logged calls, and create follow-up tasks for Account interactions.
Select an Account
Search for Accounts
Enter the Account name in the Global Search to find an existing Account.
Quick Find Recently Viewed Accounts
(1) Click the Account tab, (2) select the desired Account from your Recently Viewed list.
Create a New Contact
Activity is the default tab displayed when viewing an Account record.
To create a new contact: (1) click the Contacts tab then (2) click New.
Collect Contact Information
Under the Contact Information edit screen, complete the required fields and desired information.
Maria Garcia has now been created as a new Contact for the Account.