LESSON 15 / 60 · CUMULATIVE REVIEW
7 minBuild a company and its people
A useful customer structure has one company account and separate contact records for the people at that company.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Build a company and its people
A useful customer structure has one company account and separate contact records for the people at that company.
Create the account first so both contacts can point to the same saved organization. Distinct people should remain distinct records.
Builds on Classify a company for routing
A WORKED EXAMPLE
A simple example
A finance contact and a technical contact can share one account while retaining different emails and titles.
A common mistakeTwo contacts at the same company should not require two company accounts.
Words you’ll use in this lesson
- Account
- A company or organization the team works with.
- Contact
- A person associated with an account.
- Duplicate
- An additional record representing the same real item.