Create a new Affiliation between a Contact and an Organization

Use "Affiliations" to link together a contact and account and specify the type of affiliation.

Navigate to the "Affiliations" section of the contact record via the Quick Link at the top of the record or by scrolling through the "Related" tab

From the Contact record, click "New Affiliation"

Enter Affiliation details

Choose the related account record, the status and the type of affiliation. Check "Primary" if this is the contact's primary affiliation. Include any other relevant details, then click save.

Enter Affiliation details

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