Accounts & Contacts Guide

Manage customer organisations

Accounts represent organisations or companies. They provide the shared context for Contacts, Opportunities, Cases, activities, and documents.

1. Open Accounts

   Open Customers or Relationships, then Accounts.

2. Create

   Select New and enter the Account Name.

3. Complete

   Add phone, website, relationship type, parent Account, address, and profile details.

4. Save

   Save before adding Contacts, activities, related work, or documents.

Manage the people you work with

Contacts represent people. Link each Contact to the correct Account so relationship history, pipeline work, service activity, and documents remain connected.

1. Open Contacts

   Open Customers or Relationships, then Contacts.

2. Create

   Select New and enter first name, last name, job title, email, and phone details.

3. Connect

   Select the related Account and add the LinkedIn profile URL where known.

4. Save

   Save before adding activities, related records, or files.

Keep relationships connected

• Use Quick Create in context

  Create a Contact from an Account or another related form when you need to keep your current work open.

• Review related records

  Use related Opportunities, Cases, activities, timeline, and files to understand the complete relationship before taking action.

• Check before creating

  Search for an existing Account or Contact first to avoid duplicate customer records and fragmented history.

• Keep details current

  Update ownership, contact details, Account links, roles, and profile information as the relationship changes.

Contact files in SharePoint

When SharePoint document management is configured and Contacts are enabled in Document Management Settings, users can view and manage files from the Contact Files or Documents area.

Continue through the customer lifecycle

Use Leads for early-stage prospects and Opportunities for qualified sales work.