7. www.sharepoint-florida.com
C. Link Accounts
• If the account is already in the CRM, simply type and select the account
name in the “Add Account” box.
+Click the plus sign to add the account.
+Once added, the account will be listed under “Account Name” and
the contact and account will be linked in the CRM.
• To delete an account, click the X icon.
• If the account is not in the CRM, leave this section blank.
+The account can be created and linked to the contact at a later time.
9. www.sharepoint-florida.comStep 4: Save the contact
I. Save by selecting the save icon at the top of the profile
II. OR by simply clicking “Save” on the bottom of the profile
12. www.sharepoint-florida.comCongratulations you’ve created a contact!
You can now deliver superior customer service by referring to this profile for
all of your client’s important information. And not just for their addresses or
phone numbers! This profile also includes important details such as: