Summary

In this chapter, you have learned how to set up and optimize your Accounts and Contacts modules.

You now have an understanding of the important standard fields and custom fields to ensure that we are building and maintaining a great customer database.

The integrity and accuracy of both these modules will provide your team with the confidence that the CRM is helping them in their roles and supporting your future aspirations as a business. You now understand the need to avoid duplication of Account and Contact records. In addition, you learned some best practices to follow to protect your system from duplication.

Now that you have reached the conclusion of Section 1, Laying the Foundation of the book, you should have a comprehensive understanding of the foundation modules and how they are the building blocks of success.

In Section 2, Take Your CRM to the Next Level, you will begin with Chapter 5, Working with Other System and Custom Modules.