> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-salesforce-integration/acumatica/gumu-tm-integration/contact-creation-and-promotion.md).

# Contact Creation and Promotion

**Note**: To promote Contacts, the associated Account must be Linked/Promoted to Acumatica.

Let’s move ahead and learn how to Promote Contacts from Salesforce to Sage Intacct: &#x20;

1. Click on the related tab present on the Salesforce Account Page for creating a new Contact and then click on the “New” button to create a new Contact for the Account. &#x20;

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FAsPuiaTNyigU5cKv4oh9%2Fimage.png?alt=media&amp;token=6e213816-8081-4c95-af2d-eecb467310b0" alt=""><figcaption></figcaption></figure>

2. After filling in the necessary details, click on the Save button to save the newly created record and hence the Save button leads to the promotion of the Contact.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FoGpiceQUszJCGqnZIPvZ%2Fimage.png?alt=media&amp;token=19430567-fecb-4ecc-8df6-c2ecd2cbc654" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FQzMBHipbfxgrIGIIKDxU%2Fimage.png?alt=media&amp;token=ef059921-3f94-48e9-90ee-2583baf58d6c" alt=""><figcaption></figcaption></figure>

The Users can view promoted contacts in the ERP by navigating to the Contacts tab of the Customers module in Acumatica ERP. They can also promote multiple contacts against a Customer.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FOyFZtGo5sc3rIBRmFq1z%2Fimage.png?alt=media&amp;token=68f9b366-8e5f-40d7-b273-49ed7d21f465" alt=""><figcaption></figcaption></figure>
