Tips for account management
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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.

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.

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.

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