> 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/sage300/gumu-tm-integration/contact-creation-and-promotion.md).

# Contact Creation and Promotion

**Note:** To promote Contacts the associated Account must be Linked/Promoted to Sage 300C.

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%2FarzIWluYnbFcTMkbAPIs%2Fimage.png?alt=media&amp;token=97392008-3a0b-4327-aff3-6a8a86d55a75" 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%2FgXcCFJr9WTkO9uoW3sAW%2Fimage.png?alt=media&amp;token=2a1aaaa1-f30c-4f14-b6ad-70e9f452efb4" 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%2FJkooGxQl3xJKE1NpnfE0%2Fimage.png?alt=media&amp;token=33b836fe-4282-4525-95e6-d654310514a4" alt=""><figcaption><p>Promoted Contact in Sage 300C</p></figcaption></figure>
