Managing Accounts and Contacts
Deciding between Using Accounts and Contacts
Accounts are companies, but contacts are individuals. You can have one or more contacts associated with a single account, but only one primary contact.
You can create a relationship between accounts and contacts, specify the type of relationship between them, and define the relationship role that the account or contact has with regard to the primary record.
Adding Sales Transactions
You can start a sales transaction, such as a quote, order, or invoice, from within an account or a contact record. The advantage of starting sales transactions this way is that much of the information is automatically entered based on the account or contact data.
Managing Customer Records for Campaigns
You can add customer records to marketing lists that already exist as part of your marketing efforts directly from the account or contact form. You can also view related campaign information from within a customer record. In addition, you can use a quick campaign to run an activity for either a selected customer record, a page of customer records, or all customer records for a particular view.