You can always associate a Contact anytime to one or more Accounts.

From the Contact profile page, you can associate a Contact to an Account by clicking the New Related Accounts link.

CRM-Contacts-Related Accounts-Linking-CREST ERP

In the alternative, you can also associate a Contact to an Account at any time by clicking the Link Contacts option on the Account Profile page.

CRM-Accounts-Update-Related contacts-Link contact-CREST ERP

Last modified: May 12, 2021

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