01. Account & Contact Management
From Prospect to Sales
What you need to know to start...
Accounts:
- Accounts are Solvay’s customers, partners and distributors
- Each account stores information such as a name, address, phone numbers and customer attributes ( ).
- For each account, you can link information such as opportunities, activities, cases, visit reports, notes and attachments.
Contacts:
- Contacts are any individual that Solvay interacts with inside an Account’s organization, or related to it.
- Any Prospect / Customer in SFDC must have, at least, one Contact associated to it.
- Each contact is associated with a role:
- Initiator, Influencer, Decider, Buyer, User
- Would a contact be part of an account, but active at another account, then he can be identified as an “Involved Contact” for this 2nd account
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