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How to link a contact to an account?

To link a contact to an account:

1️⃣ In the Accounts menu, click on the account for which you wish to add a contact

2️⃣ Once the account is selected, click on the  Details tab 

3️⃣  In the Account Contacts table, click on  Manage Contacts 

Capture d’écran 2025-05-21 à 10.11.07

4️⃣ Choose an existing contact or create a new one then save

Capture d’écran 2025-05-21 à 10.11.38