Steps in the screenshots correspond to the numbers in the headings.
In this article we will show you to add a specific person to the Contact Tab for an Account.
In our example, we are going to add Lisa Vicary as our contact at Lisa's BBQ.
1. Go to “Contacts” tab (You can also add a contact by going to the Account FIRST, going to the “related view”, and clicking “New Contact” under the Related Contacts section).
2. Click “New”.
3. “Select Record Type” box will pop up, should always default to “Master Type”.
4. Click “Next”.
5. Start filling in the areas with red asterisks and the areas you know we will want to have: First name, last name, account name, email address, phone number, mobile number
5.1. Make sure you add your contact name to the correct account!
Contact information is housed in a completely different table than accounts so you have to marry the two together
6. Save.
Now when you go into the account we added Lisa to, “Lisa’s BBQ”, she shows up under “Related Contacts”.
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