Considerations for Creating Contacts

Before you create contacts, consider a few key points.

You can create a contact from several places in iCRM.

• Create a contact on an account’s detail page.
• Create a contact from the Contacts area. You should always associate an account/lead to the new contact.
• To create a contact that’s automatically associated with an account/lead, create the contact from the account/lead’s detail page.

To track a contact’s relationship with more than one account, use the Related Parties list to add additional account-contact relationships. By tracking all related accounts on a single contact record, you avoid creating duplicate contacts.