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.

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

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