Edit Account Record In Business Contact. You can do that from the profile. To view create or edit an account go to Marketing Customers Accounts.
Next you will be given the option to delete the Company record associated with the selected Company Contact. In the site map select Contacts. Create a relationship by clicking Add Relationship.
In Stakeholders or Sales Team for a lead or opportunity tap the New Item button.
If we have a users contact information such as their email or last name we can use that to lookup their contact record and then use that contact record to lookup their account as long as the two are related. You can do that from the profile. Youll find this option when you edit an individual contact record. Hover over the field name to see a tooltip.
