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Step 3: Associating Accounts and Contacts

After assigning accounts and contacts, it's important to make sure that all contacts are associated to an account. When a marketer visits a facility, they may not see the same contact every visit, or talk to the same person on every call. Associating contacts to an account will ensure that notes from any event with a contact associated to the account will be visible when viewing the Account Details. This also allows contacts to be easily added to events, associating those notes to the individuals that the marketer connected with during the call or visit.

The video below illustrates the importance of associating accounts and contacts to events, ensuring that call and visit notes are easy to locate.

The last video in this module provides a walkthrough of how to create a view to find contacts that need to be associated to accounts.

In the next module, users will start putting events on their calendar.

 

Quick Start Guide:

Step 1: Introduction

Step 2: Building a Book of Business

Step 3: Associating Accounts and Contacts

Step 4: Scheduling Events

Step 5: Completing Events

Step 6: Moving to Mobile 

Marketer Quick Start Review 

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