Create a connection

1. Select the record to which you want to add a connection to, and in the Collaborate group, click Connect.
2. Next to the Name field, click the Lookup button to search for and select the record you want to connect to.
3. Next to the As this role field, click the Lookup button to select the role for the record you want to connect to.
4. If needed, click Details, and then click the Lookup button to search for and select a new owner for the connection.
5. Click Save or Save and Close.