Step By Step
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 To link an existing contact to another account, hoover on “Involved Contacts” and click “New” |  | ||
 Click on the lookup icon to search for your contact |  | ||
 Once you find him, click on his name |  | ||
 Before clicking on Save, define the role of this contact for the new Account |  | ||
 The roles are the following•INITIATOR: first identifies the need to buy a particular product or service to solve an organizational problem; •INFLUENCER: (their) views influence the buying center's buyers and deciders; •DECIDER: ultimately approves all or any part of the entire buying decision – whether to buy, what to buy, how to buy, and where to buy; •BUYER: holds the formal authority to select the supplier and to arrange terms of condition; •USER: consumes or uses the product or service | |||
 Finally, click on Save |  | ||
 Done! You have linked an existing contact to your account |  | ||
 This new involvement is also available on the contact page, where David can consult all the accounts where his contact is related to. |  | ||
Related articles
- Contact: Create a contact in Salesforce and from Lightning for Gmail
- Contact: Create a contact from Gmail (Cirrus)Contact: Link a Product to a Contact
- Contact: Search a Contact
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