Reply To: Best Practice for Accounts and Contacts

  • Heidi Neuhauser

    Member
    January 13, 2025 at 1:40 pm
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    Hi Scott! Just from this post, I’d recommend using Contacts not tied to an Account. Contacts do not need an Account. The only reason to tie the people to one generic homeowner Account is if you need to see a 360 degree view of everything happening to every person who is tied to the generic homeowner account. If that is unnecessary, skip the generic account.

    If you have other questions, or more info on this scenario, feel free to reply here and I’ll pop back in!

    Welcome to CRM! 🙂

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