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Adding contacts to a customer account

Updated on October 6, 2020

Contacts are individuals who are responsible for the customer account. A contact can play one of the following roles: to act as a business contact on a service request and to act as a work contact at a job location. A customer account can have multiple contacts and one of the contacts created is assigned as a primary contact for this customer account. The primary contact is the first contact to be selected when a job is created; other contacts can be selected instead of the primary contact, as appropriate.

Before you begin: Create a customer account before adding a contact. For more information, see Setting up customer.
  1. In the Pega Field Service Admin portal, Customers.

  2. Select a customer account.

  3. Click Add next to Contacts and complete the displayed fields.

  4. Click Submit.

Add locations and configured products to an account. For more information, see Creating a location and Adding configured products to a customer account.

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