Employees in your company regularly meet prospective business relations that may develop into formal relationships. All such external contacts and their detailed information should be recorded in the system so that communication is more successful and so they can easily be converted to formal customer, vendor, or bank relationships.
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|