Associate an Agency Contact with an Account
Associate an Agency Contact with an Account
If you want your agency contacts to fall as agency contacts for a specific account or accounts, you can do this by
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On the Account List page , use the filter or Key word search to bring up the account
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Scroll to the account in question and click on it to bring up the Account Summary
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Click on the More Tab and choose Agency
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Check the box under Associated for the contact you need to associate
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Click Save

