Accounts and contacts

Create customer records, link people to companies and assign account managers.

Steps

1. 1Open Accounts (or Contacts) and select New.
2. 2Fill in the details. Required custom fields are marked.
3. 3On an account, use “+ Add contact” to link people; a contact can belong to several accounts.
4. 4Set the account manager and a backup manager — routing can send their customers' work to them first.
5. 5Add tags and use filters to find records; save useful filters as segments.

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