# Connect Records

Once the connection control is established, you can further drill N-level down through the records within the connection relationship view and connect any record to the main primary record as a connection.

For example:

Consider that a user wants to drill through the records within the connection relationship view and connect a specific record to the main primary record (to create a connection).&#x20;

In this connection relationship view, account **‘A Datum (Sample Data)’** is the main record and it has 2 associated opportunities, and user can further drill through **‘Expressed interest in A. Datum X line of printers’** opportunity record to see its contact.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtpf3SAEKhTO7Qj0Ow%2F-MTtwjB79edBicuB9jgp%2FCreate%20Conn_2.png?alt=media&#x26;token=a9523905-8f4b-42d2-b0bc-f24866e98f7f" alt="Connect Records"><figcaption></figcaption></figure>

Now the user wants to connect this **‘Abraham McCormick’** contact to **‘A Datum (Sample Data)’** main account record. This can be achieved with just few steps.

* First, right click on **‘Abraham McCormick’ -->** Click on **‘Connect’** option.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtpf3SAEKhTO7Qj0Ow%2F-MTtwrwekABS-v-2k4HT%2FCreate%20Conn_3.png?alt=media&#x26;token=919b7cf9-695c-4718-92cf-b21cfc5fa719" alt="Connect Records"><figcaption></figcaption></figure>

* Select the role category to create a connection with to account from the given list.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtpf3SAEKhTO7Qj0Ow%2F-MTtwyxRwmNkKN_6zx0q%2FCreate%20Conn_4.png?alt=media&#x26;token=90c09aaf-4bfd-4594-b805-fb14c7923f20" alt="Connect Records"><figcaption></figcaption></figure>

* Pick a category and choose one of the roles under it.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtpf3SAEKhTO7Qj0Ow%2F-MTtx3AvPYsNnXUrPkFO%2FCreate%20Conn_5.png?alt=media&#x26;token=d02526b3-fe59-4fdd-9c8b-bb85bad11467" alt="Connect Records"><figcaption></figcaption></figure>

* Once connection role is selected, ‘Create Connection’ form will open up with contact record set to the field **‘Selected Record’**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtpf3SAEKhTO7Qj0Ow%2F-MTtxA2IKtLnE5XtH-zm%2FCreate%20Conn_6.png?alt=media&#x26;token=0e9b837d-4c2e-45bc-8f33-4d621716bba4" alt="Connect Records"><figcaption></figcaption></figure>

* Click on **‘Save and Close’**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtpf3SAEKhTO7Qj0Ow%2F-MTtxGIahkBNLZ1QlUnA%2FCreate%20Conn_7.png?alt=media&#x26;token=2143d5be-d61c-4ab0-aefc-d0e049544695" alt="Connect Records"><figcaption></figcaption></figure>

* The connection is now successfully created and it will start appearing under **‘Connections’** of **‘A Datum (Sample Data)’** account record.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtpf3SAEKhTO7Qj0Ow%2F-MTtxLrws7Cm0gtsBJ1U%2FCreate%20Conn_8.png?alt=media&#x26;token=5486828c-4c53-410b-8bc3-67df5d7be04b" alt="Connect Records"><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at [crm@inogic.com](mailto:crm@inogic.com)
{% endhint %}

