Tips for account management

Search first to avoid duplicates

Search first to avoid duplicates

Use a consistent account naming strategy

Avoid abbreviations and acronyms. Make sure names are the same all the way across so it's easy to find an account name.

Create contacts from the account record

This will ensure that contacts have the correct account associated with their record.

Create contacts from the account record

Take advantage of relevant fields

The more information we have, the better. For example, we can enter an org chart that shows who our contact reports to.

Take advantage of relevant fields

Keep details current and accurate

You can use a request update, which will send the contact a request to update his/her record for us.

Keep details current and accurate

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