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Basic Record Management: Introduction
Basic Record Management: Introduction

This article introduces the basic record management topic & which levels of the CRM hierarchy it will focus on.

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Welcome to the basic record management topic. In this guide, we'll focus on the records where Contact information (information about people) will be stored. 

Prospect CRM is a hierarchical database which can be explained visually with the tree structure. The two records we will be focusing on in this section are Company and Contact. 

Single Company Hierarchy in Prospect CRM

Company

Company icon in Prospect CRM

The Company level is where you can store information about each business you work with. Using Company Types, you can differentiate them by assigning the type of relationship you have with them e.g. prospect, customer, supplier etc. It's at this level where we integrate with your Inventory Management, Accounting or ERP system, and is where the Sales Ledger and Purchase Ledger codes are held. This allows us to access important customer information and sales history, making it available for your customer-facing teams.

If you work with a business that has more than one office, read the next section about the Advanced Hierarchy and using Company Groups.

Contact

Contact icon in Prospect CRM

You can then add and manage the Contacts (people) that work at that Company. At each Company, you should create a Contact record for every employee that is relevant to your business. At this level, you can add unique information about that person, including their name, contact information (email address, phone numbers etc.), and marketing preferences.

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