Connecting Multiple Contacts

Article Contents

• Connecting Contacts to New Accounts
• Connecting Contacts to Existing Accounts
• Connecting Contacts via the Contact Record

 

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Connecting Contacts to New Accounts

To connect multiple contacts to a new account, do the following:

1. Click Sales > Accounts in the left toolbar.
   
   

    

2. Click  + Account to add a new account.
   
   

    

3. Enter the account information.
4. Click Save.
   
   

    

5. Click on the newly created account.  Type the name of the contact in the created account's Add a Contact field. 
6. Select the contact to connect to this account. Repeat as necessary.
7. Click Save Changes.
   
   

    

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Connecting Contacts to Existing Accounts

To connect contacts to an existing account, do the following:

1. Click Sales > Accounts in the left toolbar.
   
   

    

2. Click the desired account name.
3. Type the name of the contact in the account's Add a Contact field.
4. Select the contact to connect to this account. Repeat as necessary.
5. Click Save Changes.
   
   

    

 

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Connecting Contacts via the Contact Record

To connect individual contacts to an account via the contact's individual contact record, do the following:

1. Click Contacts in the left toolbar.
2. Click the name of the desired contact.
   
   

    

3. Click the Overview tab.
   
   

    

4. Scroll down to    Account Name in the left panel.
5. Click    Edit.
   
   

    

6. Select the account to set the contact to.
7. Click Save.
   
   

    

 

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