Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • What Are Contacts?
    • Adding Contact and Account Information
    • Infor CloudSuite CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CloudSuite CRM Web Client
      • Administration
      • What Are Contacts?
        • Using the Contact List View
        • Using the Contact Detail View
        • Adding Contact and Account Information
        • Adding a New Contact and Account
        • Editing a Contact
        • Deleting Contacts
        • Moving a Contact
        • Importing Records
        • What is Infor CRM Sales Intelligence?
      • What are Accounts?
      • What Are Opportunities?
      • What Are Forecasts
      • What are Quotas
      • What Are Sales Orders?
      • Quotes
      • Using Widgets
      • Customer Service Overview
      • What are Activities and Events?
      • What are Contact Processes?
      • Sales Processes
      • Marketing
      • Mail Merge
      • What are Reports?
      • SpeedSearch
      • What are Groups?
      • What is the Query Builder?
      • Using Integrations
      • Troubleshooting Common Issues
      • Glossary of Terms

    Adding Contact and Account Information

    You can use the Contact/Account Information view to add a new contact and account or to add a new contact to an existing account.

    To open the Contact/Account Information view, from the New menu, select Account/Contact.

    You can perform these actions related to Contact/Account information view:

    • Add a contact to an existing account
    • Add a new contact and a new account
    • Add a new account
    Parent topic: What Are Contacts?
    Related topics
    What are Accounts?
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