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Step 2 - Contact - Services
Step 2 - Contact - Services
Selecting a Service
- Click the Company popup button ( ). The Select Service dialog will be displayed.
- From the Entity Role drop-down list, select an entity.
- Enter all or part of the entity's name in the Name field to further filter the Entity list.
- From the Entity list, select the required service.
- If you know the name of the contact, select the required contact.
- Click the OK button.