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How to Setup Contact for an Account in THEi CRM
- In contact, fill in the information of Job Details. E.g. choose company (i.e. Account in CRM term) that the contact work for.
- After successfully save the record. It will also show in corresponding Account’s Employee information box.
- User could also add contacts in the Account’s Employees information.
- It will have similar effect as Pt 1.
- To show a contact as the Primary Contact of a Company (i.e. Account), please choose a contact in the “Primary Contact” information box.
User Guide of THEi CRM