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 

  1. On the Account List page , use the filter or Key word search to bring up the account 

  2. Scroll to the account in question and click on it to bring up the Account Summary

  3. Click on the More Tab and choose Agency 

  4. Check the box under Associated for the contact you need to associate 

  5. Click Save

Did this answer your question?