Different groups at your company will have business relationships with various companies. For example, a salesperson might regularly meet prospective customers and at the end of the week record the results of these visits.
All of the external entities that you have business relationships with (for example, customers, prospective customers, vendors, lawyers, and consultants) should be recorded as contacts. Having this data recorded in one central location ensures every group in your company can view and use the information efficiently. Communication with your contacts will be more successful if all details are readily available. For example, a marketing person might like to know what other products a specific customer has purchased before attempting to interest them in a new product.
The following table describes a sequence of tasks, with links to the topics that describe them.
|Set up contact management prior to creating contacts.||Set Up Contacts|
|Create a contact card for each new person or company that you interact with, such as a customer or vendor.||Create Contacts|
|Set up profile questionnaires that you want to use when entering information about your contacts' profiles.||Use Profile Questionnaires to Classify Business Contacts|
|Resolve confusion when two or more records exist for the same contact.||Merge Duplicate Records|