> 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/sage-intacct-1/user-guide/promotion/promote-contact.md).

# Promote Contact

Below are the steps to verify the Contact Promote functionality.

***Note:** When a Contact is created with an Account, or an Account is linked to an existing Contact, the **“Promote to Sage”** button is disabled by design. Logically, a Contact created with an Account cannot be promoted individually; the associated Account must be promoted first.*

Create a “**Contact**” in Creatio and click on the “**Promote to Sage**” button.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FYU0z0QMQHhfpPGATyFTR%2Fimage.png?alt=media&amp;token=7196f8b2-dabd-40e5-9620-0c31df23591d" alt=""><figcaption></figcaption></figure>

Once a record is promoted into the Sage Intacct system, a unique ID “**ERP contact printas**” will be updated in the Creatio system to ensure a linked record in both systems. The unique ID will be used to update the record in both systems during subsequent updates.&#x20;

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FqQ4yPi9bBDindTwApn2x%2Fimage.png?alt=media&amp;token=2c6c91df-74a2-412c-8d9f-ed2877c368d9" alt=""><figcaption></figcaption></figure>

In the above example, contact “**ERP contact printas**” will be set as “**Jordan Hayes**” and will be visible in Sage Intacct ERP.

In Sage Intacct ERP, Select “**Contacts**” options by navigating from **Applications** | **Company** | **Contacts** as shown below.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F7S4Za0sJ92ITSxmv0b7x%2FImage16.png?alt=media&amp;token=283f3bbc-375e-40eb-bbc1-200953c6f96a" alt=""><figcaption></figcaption></figure>

Put Contact “**Print As**” in the **Contact Name** field as shown below and click on the Enter button of keyboard. On click of enter button, Contact Promoted from Creatio will be visible here.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F2zyNHLsM2tRfnibqfGlj%2FImg%2016.png?alt=media&amp;token=1ee7df3b-b742-461d-92fb-3f3e7dfb12f0" alt=""><figcaption></figcaption></figure>

Click on the **Contact name** hyperlink to review the Contact details.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2Fk8NOerBWByV4nEmW51EG%2FImg%2017.png?alt=media&amp;token=342865a4-ab24-4a43-a507-614305d7d9b3" alt=""><figcaption></figcaption></figure>
