Add a Company or an Executive to the CRM


The List Build page allows you to add a company account or an executive to the Microsoft Dynamics 365 and On-premises environment. Here is how:

Step Description Details
 1 Go to the List Build page. Go to the List Build page following the instructions in the Getting to the List Build article.
 2 Select a company Select a company that is not in your CRM and Click the Add to CRM button add_icon.png.


 3 Add the company The company account is added in CRM and the View Account button appears.


 4 Select the People tab To add an executive to the CRM, on the Search Results page, click the People tab and select an executive and click the Add to CRM button + .


 5 Add the People You can select either Add as Contact or Add as Lead.


When you click the Add as Contact button, the executive information is added in the CRM and the View Contact button appears.

Note: You can also select multiple companies and people, then click Add to CRM to add them in the CRM.

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk