Participants on Accounts
Participants can be a contact, user, account, or other.
Navigate to Accounts
Choose the Account to add a Participant to.
Participants Related List
Hover your mouse over Participants related list link (at top of Matter page)
Click on New Participant button
Select Participants Record Type
Available Participant Record Types:
Newly Added Participant
After selecting Save on the Participants creation screen, you are taken back to the Matter and can see that the newly added participant now shows in the Participants related list for that Matter.