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Contact Person creation in CRM WebUI

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Dears,

 

Please let me know how to change the assigned account into contact person in CRM WebUI.

 

I created contact person and assigned account into it. After that, I can not change this relationship in CRM WebUI.

The data field for assigned account is inactive(display mode only). so I can not change it any more.

 

Changing Issues for Account assinged to Contact Person.jpg

 

Additionally, please let me know how the responsible sales person is determined by log-on user automatically.

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I would like to get any idea for it ASAP.

 

Thanks...

BH.Min


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