V3 Add Additional Contacts to an Account

To add an additional Contact to an Account, use the following steps:

  1. Go to CRM > Accounts
  2. Click the name of the Account you need to modify.
  3. On the Review overlay, click Edit.
  4. In the "Contact Information" section, click Add Additional Contact.

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  5. Enter a First Name and Last Name.
  6. To enter additional information, click View More

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  7. When you are finished making changes, click Save Account.
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