Add a Contact to an Account List

In SalesforceIQ, every object you add to a List—a lead, opportunity, etc.—is associated with either an Account or a Contact. If you want activity for a List object on an Account-based List to appear in the Stream view, you must add one or more Contacts (also known as Point of Contact) to that List object.

Adding a Contact with an email address or phone number populates email and event communication in the Stream, and auto-populates data in the Grid with our Intelligence Fields.

You can add a Contact to an Account List object from any of the following locations:

You can also remove a Contact from an Account List object from the Stream, Grid, or Account Profile page.

Add a Contact to an Account List Object from the Stream

  1. If the Stream view isn’t displayed, click in the upper-left corner of the screen, and then click the Account List object you want in the left panel.
  2. At the top of the Stream, click X contact(s).
  3. Do one of the following:
    • If the Contact you want to add is already associated with the Account—Click the Other Account Contacts tab. Hover over the Contact name and click + that appears to the right.
  • To add an existing Contact to both the Account and the List object—Type the Contact name in the Add new contact to this account box. Select the Contact from the search results.
  • To create a new Contact and add it to both the Account and the List object—Type the Contact name in the Add new contact to this account box. Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.

Add a Contact to an Account List Object from the Grid

  1. In the List Grid view, click to the right of the lead, opportunity, etc. name.
  2. The Edit screen displays all Contacts associated with this Account, if any. If the box to the left of a Contact name is checked, that means that the Contact is also already associated with this List object for the Account. Do any of the following:
    • To associate all Contacts on the Account with this List object—Check the box directly below the Add a contact field.
  • To associate individual Contacts on the Account with this List object—Check or uncheck the boxes next to the Contact names.
  • To add an existing Contact to both the Account and the List object—Type the Contact name in the Add a contact box. Select the Contact from the search results.
  • To create a new Contact and add it to both the Account and the List object—Type the Contact name in the Add a contact box. Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.

Add a Contact to an Account List Object from the Account Profile page

  1. In the upper-right corner of the screen, click to open the search field.
  2. Enter the Account name and select the Account from the search results. Note: Alternatively, you can browse to the Account by clicking at the top of the screen, selecting Accounts, and then clicking the Account name.
  3. In the table at the top of the Account Profile page, click X Contact(s).
  4. Do one of the following:
    • If the Contact you want to add is already associated with the Account—Click the Other Account Contacts tab. Hover over the Contact name and click + that appears to the right.
  • To add an existing Contact to both the Account and the List object—Type the Contact name in the Add new contact to this account box. Select the Contact from the search results.
  • To create a new Contact and add it to both the Account and the List object—Type the Contact name in the Add new contact to this account box. Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.

Add a Contact to a List object for a new Account from the Contact Profile page

  1. In the upper-right corner of the screen, click to open the search field.
  2. Enter the Contact name and select the Contact from the search results. Note: Alternatively, you can browse to the Contact by clicking at the top of the screen and then clicking the Contact name.
  3. On the Contact Profile page, click Add to List.
  4. Select the Account-based List to which you want to add the Contact.Note: If you want to add the Contact to a Contact-based List, follow these steps instead.
  5. On the screen that appears, enter the name of the Account you want to create.
  6. Click Create new account [name] at the bottom of the search results.
  7. A default name is displayed the List object—for example, the opportunity name for an Opportunities List. This is the name that appears in the Grid view. Edit the name if desired. It can be the same as or different from the Account name.
  8. The Contact from the Contact Profile page is automatically added to the Account and the Account List object. It appears under the Add a contact field. To add an additional Contact to the Account, enter the Contact name in the Add a new contact field.
  9. If you selected the option to add an additional Contact to the Account, a list of suggestions appears. Do any of the following:
    • To add an existing Contact to both the Account and the List object—Select the Contact from the search results.
    • To create a new Contact and add it to both the Account and the List object—Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.
  10. Repeat step 9 to add additional Contacts.
  11. Click Add.

Add a Contact to a List object for an existing Account from the Contact Profile page

  1. In the upper-right corner of the screen, click to open the search field.
  2. Enter the Contact name and select the Contact from the search results. Note: Alternatively, you can browse to the Contact by clicking at the top of the screen and then clicking the Contact name.
  3. On the Contact Profile page, click Add to List.
  4. Select the Account-based List to which you want to add the Contact. Note: If you want to add the Contact to a Contact-based List, follow these steps instead.
  5. On the screen that appears, enter the name of the Account with which you want to associate the Contact.
  6. Select the Account from the list of matches.
  7. If multiple Accounts exist for the Account you selected, they are displayed. Click the one you want to use.
  8. Do one of the following:
    • If a List object doesn’t yet exists for the Account you selected—A default name is displayed the List object—for example, the opportunity name for an Opportunities List. This is the name that appears in the Grid view. Edit the name if desired. It can be the same as or different from the Account name.
    • If one or more List objects already exist in your List for the selected Account—The objects are displayed. To edit an existing object, click it. To add a new object, click Add a new [List object] with this account.
  9. The Contact from the Contact Profile page is automatically added to the Account and the Account List object. It appears under the Add a contact field. To add an additional Contact to the Account, enter the Contact name in the Add a new contact field.
  10. If you selected the option to add an additional Contact to the Account, a list of suggestions appears. Do any of the following:
    • To add an existing Contact to both the Account and the List object—Select the Contact from the search results.
    • To create a new Contact and add it to both the Account and the List object—Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.
  11. Repeat step 10 to add additional Contacts.
  12. Click Add.
  1. Click at the top of the screen, and then select Contacts.
  2. Check the boxes to the left of the Contacts you want to add to the List object.
  3. Click Add to List.Note: You can also add a single Contact to a List by clicking to the right of the Contact name and selecting Add to List.
  4. Select the Account-based List to which you want to add the Contact.Note: If you want to add the Contact to a Contact-based List, follow these steps instead.
  5. On the screen that appears, enter the name of the Account you want to create.
  6. Click Create new account [name] at the bottom of the search results.
  7. A default name is displayed the List object—for example, the opportunity name for an Opportunities List. This is the name that appears in the Grid view. Edit the name if desired. It can be the same as or different from the Account name.
  8. The Contact from the Contact Profile page is automatically added to the Account and the Account List object. It appears under the Add a contact field. To add an additional Contact to the Account, enter the Contact name in the Add a new contact field.
  9. If you selected the option to add an additional Contact to the Account, a list of suggestions appears. Do any of the following:
    • To add an existing Contact to both the Account and the List object—Select the Contact from the search results.
    • To create a new Contact and add it to both the Account and the List object—Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.
  10. Repeat step 9 to add additional Contacts.
  11. Click Add.
  1. Click at the top of the screen, and then select Contacts.
  2. Check the boxes to the left of the Contacts you want to add to the List object.
  3. Click Add to List.Note: You can also add a single Contact to a List by clicking to the right of the Contact name and selecting Add to List.
  4. Select the Account-based List to which you want to add the Contact. Note: If you want to add the Contact to a Contact-based List, follow these steps instead.
  5. On the screen that appears, enter the name of the Account with which you want to associate the Contact.
  6. Select the Account from the list of matches.
  7. If multiple Accounts exist for the Account you selected, they are displayed. Click the one you want to use.
  8. Do one of the following:
    • If a List object doesn’t yet exists for the Account you selected—A default name is displayed the List object—for example, the opportunity name for an Opportunities List. This is the name that appears in the Grid view. Edit the name if desired. It can be the same as or different from the Account name.
    • If one or more List objects already exist in your List for the selected Account—The objects are displayed. To edit an existing object, click it. To add a new object, click Add a new [List object] with this account.
  9. The Contact from the Contact Profile page is automatically added to the Account and the Account List object. It appears under the Add a contact field. To add an additional Contact to the Account, enter the Contact name in the Add a new contact field.
  10. If you selected the option to add an additional Contact to the Account, a list of suggestions appears. Do any of the following:
    • To add an existing Contact to both the Account and the List object—Select the Contact from the search results.
    • To create a new Contact and add it to both the Account and the List object—Click Create new contact at the bottom of the search results. Enter the name, phone number, and email address, and then click Create.
  11. Repeat step 10 to add additional Contacts.
  12. Click Add.

Remove a Contact from an Account List object

Removing a Contact from a List object removes the Contact from that object on that List. The Contact still remains in your address book and is still associated with the Account.

You can remove a Contact from an Account List object in the Stream, the Grid, and the Account Profile page.

  • From the Stream view or the Account Profile page—At the top of the Stream or in the table at the top of the Account Profile page, click X Contact(s). On the Contacts on this [List object] tab, hover over the Contact name and click [icon]. This removes the Contact from the List object and moves it to the Other Account Contacts tab.
  • From the Grid view—Click to the right of the List object name. Uncheck the box to the left of any Contact name to remove it from the List object. Click Save.

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