Create a contact relationship for an account

Create a contact relationship for an account by selecting a contact and then assigning a responsibility to that contact.

Before you begin

Role required: sn_customerservice_manager or admin

Procedure

  1. Navigate to Customer Service > Customer > Accounts or Partners.
  2. Select an account.
  3. In the Contact Relationships related list, click New.
  4. Fill in the fields on the Contact Relationship form.
    Table 1. Contact Relationship form fields
    Field Definition
    Account The account to which the contact is assigned. This field is automatically filled in.
    Contact The customer contact selected to fulfill the role or responsibility.

    The Contacts list includes contacts from any related partner or account as well as contacts from the account hierarchy.

    Responsibility The role or responsibility selected for this customer contact.
  5. Click Submit.
    The contact name, account, and responsibility are added to the Contact Relationships related list.