Follow the steps outline below to add a primary contact to an existing account (investor entity).

Note: Primary contacts must be an existing contact in the CRM.
See how to create new contact if you haven't already.


Step 1) Navigate to the account (investor entity) that you want to add a primary contact relationship to.

Step 2) Click Edit to add a primary contact.
From the drop down, choose a contact, then click Save Changes.

Step 3) Optionally, if you want add an additional relationship see the following article:

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