How to change the contact types listed when creating a Connect account

Modified on Wed, 28 Feb at 10:21 AM

1. Go to Board Level

2. Click on "Menu"

3. Click on "Setup"

4. Select "User-defined fields"

5. Select Contact types and click "GO"

6. Select the Contact type

7. Click "Edit" on the contact type selected

8. Enter a checkmark for "Elegible parent account"

9. Click "SAVE"

10. Click "CLOSE"