> 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/sage100/transaction/contact-creation-and-promotion.md).

# Contact Creation and Promotion

**Note:** To promote Contacts, the associated Account must be Linked/Promoted to Sage 100.&#x20;

1. Select the Account for which you wish to create and promote a Contact from Salesforce to Sage (here we are going to create a Contact for the Linked Account: Carter Broadman).
2. Click the **Related** tab on the Salesforce Account Page, scroll down to the Contacts section, and click the **New** button to create a new Contact for the Account.
3. Once you have filled out all of the required information check the **Is Primary Contact?** checkbox and then click **Save** to store the newly created record (this will promote the contact).

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FbsccnkzLro4h30kBLp6N%2F13.png?alt=media&amp;token=97e6ce99-a10d-4fd3-ac5a-ee7d891baa9f" 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%2FnmQLgzfWOYbvKApsyt9v%2F14.png?alt=media&amp;token=78a2bfdb-55eb-4e23-a79e-fde2aff74a4f" alt=""><figcaption><p>Contact in Salesforce</p></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FMCdXZV3muRuihWpBpR7B%2F15.png?alt=media&amp;token=2d535882-2637-4642-b20b-b247e3aca98b" alt=""><figcaption><p>Contact in Sage 100</p></figcaption></figure>
