Associating a Contact to a Promoted Account

Use the Account detail view Associated Contacts tab to add a contact to a promoted account.

To associate a contact with a promoted account

1. Open the Account detail view and click the Contact Associations tab. If the tab is not visible, click the More Tabs tab.
2. Click the Associate Contact button.
3. Locate and select the contact using the lookup.
4. Click Add Selected.
5. Click Close.

6. Depending upon your implementation, you may need to promote the contact.

   1. If the Sync Status is Changes Pending, then in the Task Pane, click Promote. Otherwise no action is required.