Add or remove a contact

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Quotes.

   - OR -

   In the Navigation Pane, click Sales, and then click Orders.

   - OR -

   In the Navigation Pane, click Sales, and then click Invoices.

2. In the list of quotes, orders, or invoices, open the record that you want to add a contact to.
3. Under Common, click Other Contacts.
4. In the Records group, click Add Existing Contact.
5. In the Look Up Records dialog box, search for and select the contact records that you want to add to the quote, order, or invoice, and then click OK.
6. Click the Quote, Order, or Invoice tab. Click Save or Save and Close.

Tip

Note

To remove a contact from a quote, order, or invoice, follow steps 1, 2, and 3 to navigate to the appropriate area. Select the contact or contacts that you want to remove, and then in the Records group, click Remove. In the confirmation message, click OK.