Why Use Contacts?

Question

Why Use Contacts?


Solution

A contact is a person that may be associated with an Account, Lead or Opportunity. In most cases a Contact record is automatically created from the personal information found in the Lead once the “Convert” button is pressed and a Prospect Account is created. The original person found in that Lead will be converted into a Contact which is now properly associated with the newly converted Prospect Account. You may add more contacts to the system and associate them with other Accounts, Leads or Opportunities.


Notes

Often users will begin to misuse the Contacts module by importing/entering their customers into it. When deciding how to use Contacts within your system, remember that Contacts are individuals and should be associated with your customers and leads i.e. an Account, Lead or Opportunity.