Associating a Contact with an Account

As you work with a prospective account, you develop business relationships with the contacts associated with an account.

Contacts can belong to multiple accounts, and only one account can be the primary account. Deleting a contact record in the Accounts screen’s Contacts view only removes the contact’s association with the account. The original contact record is still available in the Contacts list.

To associate a contact with an account

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

2. In the Accounts list, drill down on the Name field of the account.

3. Navigate to the Contacts view.

4. In the Contacts list, add an existing contact, select the contact from the Add Contacts dialog box, and click OK.