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About Contacts

Contacts are individuals with whom your company conducts business or expects to conduct business in the future. These individuals can be employees of other companies, independent consultants, vendors, or personal acquaintances. Contacts can be associated with several accounts, but a contact is the primary on only one account. Contacts can also be associated with numerous opportunities.

If your organization serves mostly individual consumers, or if you are answering inbound calls related to a marketing campaign, the Contacts screen is a better screen to use when answering inbound calls. If your organization serves mostly businesses, the Accounts screen is a good screen to use when answering general inbound phone calls.

This chapter describes how sales professionals can use the Contacts screen to record information about individuals who interact with their company.