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16. Create New Contacts for Existing Accounts
16. Create New Contacts for Existing Accounts
- Siraya Bell
Owned by Siraya Bell, created
Oct 31, 2023
1 min read
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Instructions
On the Opportunity Page, Click the Account Name
Click the “Related” Tab, then click “New”
Enter the new contacts' unique information. You will get a duplicate contact error for info that is the same.
Once you create the new contact you may want to assign a contact role. Go back to the opportunity page
Hover over “Contact Roles” in the quick links.