Page 18 - Participant Guide - Managing Contacts (SDL)

LESSON 4: ASSOCIATE TO A CONTACT

Learning Objectives

Associate to a contact
• Associate a contact to an existing lead or opportunity when on the go
• Associate a contact to an existing lead or opportunity when at my desk
• Associate self to contacts created when on the go

Introduction
After finding contact information or updating the information, it is very beneficial to
connect all of the pieces that exist in the CRM. Associations can easily be made in the
mobile app when on the go, or on the web application when working at a desk.

Associate a contact to an existing lead or opportunity when
on the go

Activity 4.1 – How can I associate a contact to an existing

Opportunity or Lead when on the go?

Mobile Activity Steps – Recommended Method
1. Tap on the existing Opportunity or Lead record
2. Scroll over on tabs and tap Associations
3. Scroll down to Contacts section
4. Tap Associate Contacts
5. Search for and select contact
6. Select Role
7. Tap Save

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Lesson 4: Associate to a Contact