Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM
The Accounts and Contacts modules contain all the key organization and contact details of your prospects and customers.
In this chapter, we will recap on the relationships between Deals, Accounts, and Contacts before taking a detailed look at the Accounts and Contacts modules separately. You will learn which fields should be kept (and why) and will be provided with examples of custom fields to add that will help you build a highly effective customer database. This will help you to successfully set up your customer database and to add value not just to your Customer Relationship Management (CRM), but to your business overall.
Topics covered within this chapter include the following:
- Recapping the module relationships
- Keeping standard fields in Accounts
- Adding custom fields to Accounts
- Keeping standard fields in Contacts
- Adding custom fields to Contacts
- Best practices for Accounts...
