LESSON 58 / 60 · WORKPLACE PROJECT
15 minProject: build a complete customer relationship
A new customer relationship can require a company account, a person’s contact record, a potential sale, and a follow-up task.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Project: build a complete customer relationship
A new customer relationship can require a company account, a person’s contact record, a potential sale, and a follow-up task. Each record answers a different question.
Create the company first, connect the person and sale to it, and give the next action an owner and deadline. Use one exact company name consistently across the linked records.
Builds on Project: clean an inherited pipeline
A WORKED EXAMPLE
A simple example
A healthcare company may have a finance contact, a team-plan opportunity, and a scheduled proposal task.
A common mistakeA spelling difference in a related company name can disconnect otherwise correct records.
Words you’ll use in this lesson
- Account
- A company or organization the team works with.
- Contact
- A person associated with an account.
- Opportunity
- A potential sale with an account, stage, amount, and expected close date.
- Task
- A specific action with an owner and due date.